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 Australians who have been doing it for a long time. Australians are increasingly getting used to building property portfolios, and are at ease with the […]
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 – but 30 June is just five weeks away now. That’s not a lot of time to plan the last-minute special efforts that add the one […]
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 coma for a while. But Treasurer Joe Hockey put a pillow over its face last week and held it down tight. It didn’t fight back. […]
SUMMARY: Anti-detriment payment after death from your SMSF are a way of recouping tax paid for your beneficiaries. Taxation can be a funny thing. Some tax rules seem particularly unfair. Others … you are sometimes left to wonder how legislators dreamt up something so sensible and generous. The latter is the case with what’s known […]
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: 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: One SMSF – many accounts. Why your SMSF has “yours” and “mine”, but no “ours”. It’s time to bust a myth about SMSFs. Perhaps it’s more misunderstanding or misconception than myth. But it’s certainly time to crush it. Your SMSF, if there are two members, has at least two accounts. There is “yours”. And […]
PORTFOLIO POINT: Uneven incomes in your couple? And at least one of you is considering a pension? Here’s a strategy for you. Money is, from the results of most surveys, one of the top three topics for arguments in a household. The joining of a couple’s finances can lead to all sorts of tensions, from […]
PORTFOLIO POINT: The spectre of compulsory super annuities is increasing. And I don’t think SMSF trustees will be too thrilled. A considerable number of voices believe it’s one of the last great reforms needed to get Australia’s superannuation system up to world’s best. Compulsory annuities. When you hit retirement age – or some defined qualifying […]
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