(03) 9020 2905SUMMARY: Failing to attain international exposure continues to cost SMSFs big bucks. Here are three ways you can do it easily. It’s not quite “mutual exclusivity”, but Australia’s self-managed super … Read More Has your SMSF been missing out on offshore gains?
Category Archives: Newsletters
2015: Super changes ahead?
SUMMARY: What’s in store for super in 2015? Hopefully little, but there’s a lot being considered by the Abbott Government. When it comes to predicting investment markets, I’m not a … Read More 2015: Super changes ahead?
The nine risks for DIY fund operators in 2016
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 jawboning, … Read More The nine risks for DIY fund operators in 2016
Lending to your SMSF? Look out
SUMMARY: SMSFs who were pushing the boundaries on 0% related-party loans face big tax penalties from the ATO. When the Tax Office wants to close a door, they’ve been known … Read More Lending to your SMSF? Look out
Here comes the investment property squeeze
SUMMARY: Property investors copping one in the neck – intense focus from regulators and FSI to cool the property market. Property investors must be wondering why a red bullseye suddenly … Read More Here comes the investment property squeeze
Protect yourself using super
SUMMARY: Superannuation is not just about your retirement. A secondary purpose is to protect yourself and your family. Super is that great promise that you’ll have a grand sum of … Read More Protect yourself using super
An income stream in the family home
SUMMARY: Reverse mortgages are likely, eventually, to become a mainstay of retirement planning. The day is coming when governments will declare that the family home is no longer sacrosanct when … Read More An income stream in the family home
Gearing in DIY funds under threat
SUMMARY: SMSF borrowing arrangements and super tax for higher earners at biggest threat for change for Murray’s FSI final report. High-income earners and super property buyers could be about to … Read More Gearing in DIY funds under threat
Think twice about taking a super lump sum
SUMMARY: Wondering what to do with your super at retirement? Look harder at the pension option. Sometimes you need an outsider to come in to critique. Rip what you’re doing … Read More Think twice about taking a super lump sum
Seven weeks left to sort out your super
SUMMARY: Age pension and health care card changes start on 1 January. It’s not too late to shore yours up. Here’s what to do. There’s a deadline silently sneaking up … Read More Seven weeks left to sort out your super