SUMMARY: Taking SMSFs seriously – now fund managers and stock brokers want to know how we think so they can second guess us. Yes, self-managed super funds are a force to be reckoned with. You and I have known that for some time. But it’s only now just dawning on some elements in the finance […]
SUMMARY: The power wielded by Australia’s SMSF sector is growing. Will we use that power wisely, or just in individual self-interest? When it comes to throwing its weight around, there is one super fund that can put quakes and quivers into the spines of board directors globally. CalPERS, the California Public Employees’ Retirement System, can […]
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 […]
SUMMARY: You’re ready to buy an investment property. But inside or outside a SMSF? Here’s what you need to weigh up. It’s a parent’s lot to put their children’s interests ahead of their own. Some take it a little further than others and they are prepared to make sacrifices beyond the time when the “raising […]
SUMMARY: Do you want to make it tax-free for the next generation? A recontribution strategy requires some forward planning. We all know and love super as this great income stream that comes to us tax-free eventually, usually after we turn 60 or 65. Well, most of it comes tax-free to nearly all of us. There […]
SUMMARY: The future of super under an Abbott Government is being unveiled – slowly, but surely. And SMSFs will be relative winners. What is said before an election, whether promises or stated intentions, means little. It’s what gets delivered afterwards that’s counts. This was illustrated forcefully last week with the reversal of the Abbott Government’s […]
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