SUMMARY: 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 trustees were considered liars and frauds in the eyes of the government (and the Treasury). At least in regards to the in-specie transfer of assets […]
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 to do a bit of both. While the final results aren’t in yet for calendar 2013, it was a fine year for investors and self-managed […]
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 she’s just delivered on one of your prayers. And it’s a biggie. In-specie transfers of assets into your super fund are, it would appear, back […]
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 financial year 2013 is going to be a year of largely pleasant memories for trustees. Certainly not in all respects. It’s been a year of […]
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 SMSF trustees have had so much to be pleased with when it comes to performance. And returns in 2012 were something to put a smile […]
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 SMSFs making in-specie transfers has been put off by a year. SMSFs will be able to make in-specie transfers of shares (and other assets) into […]
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 announces sweeping changes to superannuation policy. And, just as it’s due to come into force, something gets in the way and the changes are postponed. […]
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 to the super webinar we held jointly with Business Spectator last week. James Kirby quizzed Bernie Ripoll and myself for an hour about the latest […]
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, you must have been sitting in cash. It’s been a nightmare five or six weeks. Few SMSFs that are loaded up with Australian shares are […]
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 themselves. And superannuation rules change constantly. The “opportunities” can flash by. In February, I warned that gearing for SMSFs in property could end later this […]
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