(03) 9020 2905SUMMARY: Is the end nigh for SMSF property gearing strategies? If you’ve been considering making a geared property investment inside a SMSF for a while, I don’t know that I … Read More Renewed threat to SMSF property gearing
Category Archives: Newsletters
Watch out: You’re now a sophisticated SMSF
SUMMARY: ASIC lowers the bar. Now more than half of all SMSF trustees will be considered sophisticated. Self-managed super fund trustees are used to fending for themselves and, reasonably successfully, … Read More Watch out: You’re now a sophisticated SMSF
Super wealthy in the firing line
SUMMARY: Proposals to limit mega-SMSFs are becoming more frequent and getting smarter. There was a belief before the last election that an incoming Coalition government would be a reversal of … Read More Super wealthy in the firing line
Saving SMSFs from the spruikers
SUMMARY: Super and property – more ideas surface to stop the shonks, while Senator Xenophon needs to pull his head in. In any arena, most people play by the rules … Read More Saving SMSFs from the spruikers
Deferred annuities: A timely review
SUMMARY: Finally, we’re going to get serious about super retirement income-stream products. It’s been a concern of the industry for a long time. When it comes to turning on an … Read More Deferred annuities: A timely review
Did you beat the super benchmark?
SUMMARY: Did you have a good year as investment manager for your SMSF? The answer is “no” if your portfolio didn’t return 13.8%. It’s not just double digits for the … Read More Did you beat the super benchmark?
Forget the RBA, I’m calling it for the buyers
When an undisputed champion offers to adjudicate on a cage fight, respect says you stand back, listen to the verdict, and graciously accept victory or defeat. If Elvis rolled up … Read More Forget the RBA, I’m calling it for the buyers
How to avoid a super death tax
SUMMARY: Protecting your family from super’s death tax can take a little planning. Superannuation, on the surface, is about saving for your retirement. In fact, that aim is actually enshrined … Read More How to avoid a super death tax
Planning for a mega super attack
SUMMARY: A new report reopens the debate about super tax concessions for the wealthy, but recommends global contributions limits. Some form of limit on what’s considered a “reasonable” amount to … Read More Planning for a mega super attack
The pros and cons of SMSFs
SUMMARY: Should I start my own SMSF? Why should I, and why should I not? Their numbers topped 500,000 a while ago. And their members have recently passed through the … Read More The pros and cons of SMSFs