Sep 3, 2024
As the end of financial year approaches, it’s timely to remind self-managed superannuation Trustees of their compliance obligations, and in particular the need to ensure assets are valued correctly. While this is regular practice, given that the Australian Tax Office...
Aug 27, 2024
Despite the Federal Government claiming changes to superannuation will make the system ‘more sustainable and fairer’, closer examination of the draft legislation reveals the measures are actually inequitable and unsustainable in the long term. At a simple level, plans...
Nov 27, 2021
As a valued road map to your ultimate financial goals, a well-defined investment strategy is an essential step in retirement planning, which is often overlooked as a matter of legal conformity. Too often, we see poorly developed investment strategies that are directly...
Oct 28, 2015
Self-managed superannuation funds (SMSFs) over the past few years have become the retirement vehicle of choice due to the flexibility that trustees have over investments and effective low tax rates. SMSFs are also an effective tool for estate planning, as it allows...
Nov 28, 2013
The rules around SMSF trustees conducting a review of their fund’s investment strategy have been tightened. The review is designed to ensure that the investment strategy continues to reflect the purpose and circumstances of your fund and its members. The...
