Avoid the rush: Get ready for June 30
March 1, 2022
It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re on track for the upcoming…
The Rich Life Vol 53
January 25, 2022
It’s January and the start of a new year. Whether you are back at work or enjoying a summer break, we wish you all a Happy New Year and a return to normal life in 2022. The global economy and financial markets ended the year as they began, all over the place, as the world…
Your SMSF – wind it up or pass it on?
October 1, 2021
Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children and their spouses to your fund, it’s…
Weighing up the costs and benefits of an SMSF
April 30, 2021
For many people, the idea of managing and investing your own retirement savings is very appealing. But there is debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund? Taking control of your super People choose to run their own…
The Rich Life Vol 42
February 6, 2021
It’s February already, crazy how time flies. The kids are back at school and Australia is getting back to business. It’s still not business as usual, but with the vaccine rollout about to begin, there is a growing sense of optimism. There was a sense of relief on the global economic front in January as…
Is an SMSF right for you
February 4, 2021
As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF). As well as control, investment choice is a key reason for having an SMSF. As an…
Winding up your SMSF: Keep the end in sight
May 30, 2017
They say all good things must come to an end, and it’s no different with self-managed super funds. Australians are discovering the benefits of running their own fund in record numbers, but at some point all these funds will need to be wound up. The sooner you start thinking about your exit strategy, the smoother…
Taxing issues for SMSFs
June 28, 2016
The re-think of Australia’s taxation system has superannuation firmly in its sights. That’s making investors nervous, especially those with their own self-managed super fund.
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