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SUMMARY: Mind-blowing changes to superannuation in last night’s budget. Here are some early, important, strategies. Welcome back to 2006. Last night’s Budget set superannuation back a full decade. But arguably … Read More What I’m telling my clients to do next
SUMMARY: Finish off the super year with care – getting your contributions right is critical. Contributions to super … Read More Avoid these superannuation accidents
SUMMARY: Don’t risk being caught short on a transition to retirement strategy ahead of Budget 2016. Rarely has so much mud slinging on superannuation tax change occurred as it has … Read More Budget 2016: The risks for super
SUMMARY: Comminsure scandal should highlight the need for insurance for SMSFs members, not turn them off. Insurance industry scandals make the tough job of buying or selling insurance tougher – … Read More Insurance scandals: how to get your SMSF cover right
SUMMARY: Have SMSFs peaked? One big industry fund claims to be stealing SMSF business, but ATO statistics are not supportive. Are Australians “over” DIY super? Have we tired of the … Read More Fact check: Have SMSFs peaked?
SUMMARY: Looking for a potential win in this bleak market? It’s time to reacquaint yourself with in-specie transfers into super. If there are any rays of sunlight poking through this … Read More Falling market opportunity. Get sold off shares into your DIY fund
SUMMARY: SMSFs face greater restrictions in 2016 for borrowing to buy property. The banking regulator didn’t just bark a little in 2015. It bared its teeth and showed it knows … Read More DIY fund property investing gets a body blow
SUMMARY: No time to relax. SMSF trustees need to consider the risks ahead in 2016 and act now. It’s been nicely quiet out there in DIY super regulation land. Occasional … Read More The top nine risks for DIY fund operators in 2016
SUMMARY: Industry Super Australia is throwing mud at SMSFs. Hopefully it doesn’t stick, because it’s ridiculously inaccurate. All super lobby groups have a duty to protect their stakeholders. But Industry … Read More Fact checking this SMSF attack
SUMMARY: Super, personal name or trust structure? You must consider all of the options when looking to create family wealth. There comes a time in most people’s lives where the … Read More Fact checking this SMSF attack