Protect your SMSF savings from fraudsters
May 7, 2025
Recent cyber-attacks on major super funds show criminals are always looking for new ways to illegally access Australia’s growing pool of retirement savings, but it’s not just the big guys…
The Rich Life Vol 91
March 6, 2025
In light of the severe weather conditions in Northern NSW and QLD due to Cyclone Alfred, we are prioritising the safety of our team and clients. As a result, our…
The Rich Life Vol 90
February 7, 2025
As we move into the last of the summer months, local commentary is still heating up around where the RBA is heading with rate cuts in 2025, the upcoming Federal…
Thinking about an SMSF? Here’s what you need to know
February 7, 2025
Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the growth of their retirement savings in a self-managed superannuation fund…
SMSFs: keeping it in the family
November 13, 2024
Self managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Family SMSFs are…
Preparing your SMSF for the future
August 1, 2024
What happens to a self managed super fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather not think about,…
An SMSF loan costs more than you think
April 2, 2024
Loaning money from an SMSF to fund members or relatives is against the super laws and can land trustees with big fines, so it’s important to know the rules and…
The Rich Life Vol 78
February 9, 2024
As February kicks off and with the summer holidays behind us, many of us are settling back into our regular routines and it’s time to turn our focus to the…
SMSFs: What happens if you exceed your super caps
February 9, 2024
The rules around making some types of super contributions have been relaxed in recent years, so it’s worth exploring the different opportunities available to you before making a large contribution.i…
The Rich Life Vol 70
June 1, 2023
Welcome to our June newsletter, as the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing…
Get your SMSF shipshape for EOFY
June 1, 2023
If you have an SMSF, it’s essential to get your fund is in good shape and ready for June 30 and the annual audit. It’s particularly important this year, because…
Illegal early SMSF access on ATO’s radar
April 4, 2023
Since the Albanese Government announced its intention to double the tax on investment earnings for super account balances over $3 million, there has been lots of talk about taking money…
The Rich Life Vol 60
August 2, 2022
It’s August and as winter draws to a close there’s snow in the Alps and the wattle is blooming. Many Australians will soon receive a sizeable tax refund, if they…
How do SMSFS Invest?
August 2, 2022
As Australia’s system of compulsory superannuation celebrated its 30th anniversary in July, this is a good time to take a closer look at one of super’s biggest success stories –…
Get your SMSF ready for 30 June
June 1, 2022
With the end of the financial year (EOFY) just around the corner, it’s important to ensure your SMSF meets its compliance obligations. The rules around SMSFs are strict and if…
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