(03) 9020 2905SUMMARY: Time to start considering some tax planning after another good run for shares. So let’s revisit in-specie transfers to your SMSF. There was a time, fairly recently, when SMSFs … Read More Taking stock of in-specie transfers
Tag Archives: In-specie transfers
Getting your SMSF 2014 ready
SUMMARY: Here are nine steps to get your SMSF ready for whatever’s ahead in 2014. In life, you can look forward or you can look back. But it usually pays … Read More Getting your SMSF 2014 ready
An in-specie backdown
PORTFOLIO POINT: Death of the death of the in-specie transfer ban? A Government backdown is a surprise boost for SMSF trustees. If there’s a saint of self-managed superannuation trustees, then … Read More An in-specie backdown
Seven super tips before June 30
PORTFOLIO POINT: A year to celebrate the positive whims of the market, sure. But don’t miss putting the cream on the top. With six weeks to go, it’s looking like … Read More Seven super tips before June 30
Seven super tips for 2013
PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that … Read More Seven super tips for 2013
An in-specie transfer
PORTFOLIO POINT: Reprieve on in-specie transfers! The legislation is too hard to frame, so you’ve got another year. As predicted here (28/9/12) just a few weeks ago, the ban on … Read More An in-specie transfer
Super delays, but property is hot
PORTFOLIO POINT: A reprieve on the in-specie transfer ban? In any case, SMSF trustees are moving on … and moving pretty smartly. There appears to be a pattern. The government … Read More Super delays, but property is hot
The six big questions on superannuation
PORTFOLIO POINT: Yikes! The questions overflowed at last week’s bumper super webinar. Here’s some answers to the top six topics on your collective minds. Wow, it was an awesome response … Read More The six big questions on superannuation
Transfer countdown
PORTFOLIO POINT: The market’s recent slump is perfectly timed for those looking to make curtain-call in-specie transfers to their SMSFs. If you’re a trustee and enjoying life at the moment, … Read More Transfer countdown
In-specie transfers – act now?
PORTFOLIO POINT: In-specie share transfers will become less appealing and more expensive for SMSFs post June 30. So you might want to act now. Every time rules change, opportunities present … Read More In-specie transfers – act now?