(03) 9020 2905SUMMARY: 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?
Category Archives: SMSFs
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
ATO backflip on zero interest loans
SUMMARY: On zero interest SMSF loans, the ATO shocked everyone with a nod of approval. Now it has changed its mind. Self-managed super funds have again been tarnished with the … Read More ATO backflip on zero interest loans
The super property end game
SUMMARY: If you’re comfortable with property outside super, why wouldn’t you invest in property inside your SMSF? The power of property investment is a broadly understood wealth-creation concept by those … Read More The super property end game
Eight super things to do before June 30
SUMMARY: There are just five weeks left to make the most of some super rules for this financial year. It seems to come around faster and faster every year – … Read More Eight super things to do before June 30
Planning for the pension changes
SUMMARY: The door stays open until the end of the year for account-based pensions and generous health care cards. There’s going to be a rush of work surrounding super pensions … Read More Planning for the pension changes
How the pension axe could fall
SUMMARY: Thwack! A pointer to how the super taxes rate could be effectively raised, without resorting to taxing pensions. There is more than one way to skin a cat. And … Read More How the pension axe could fall
A super dream put to rest
SUMMARY: Big-picture changes are coming to superannuation. It’s never too early to plan to beat them. It’s time to declare at least one superannuation dream dead. It’s been in a … Read More A super dream put to rest