Self Managed Super Funds (SMSF),Superannuation

What Can My SMSF Invest In?

5 Feb , 2016  

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Nowadays, many Australians are choosing to control more of their finances by creating a Self-Managed Superannuation Fund (SMSF) instead of totally relying on the investment decisions of the trustees of a fund. As an SMSF trustee, you have a wide range of choice when in comes to making investments such as direct investments (which include […]

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Retirement,Self Managed Super Funds (SMSF),Superannuation

How To Manage Your Own Self Managed Super Fund (SMSF)

25 Dec , 2015  

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Would you like to have more control of your investments into your retirement account? Then perhaps appointing yourself as the trustee of a SMSF is the best option, leaving you with the decision-making power of your investments in relation to the fund. Yet with more power comes greater responsibility, and it is now your responsibility to […]

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Personal Finance

7 Ways To Minimise Tax During Retirement

9 Nov , 2015  

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You probably feel like over the years you have paid enough taxes throughout your lifetime, and the last thing you want to do is end up paying more taxes in retirement.  There are some steps you can take now that will help improve your tax situation later, and a lot of it comes from smartly […]

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Personal Finance

Lets Face It…Everyone Hates Us

7 Feb , 2015  

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Last month, I was putting together the new market positioning for our SMSF management service and I was reminded of just how poor general SMSF management can be through the eyes of a financial planner. SMSFs are highly over-exposed to Australian shares and in particular the top 20 stocks. SMSFs have an extremely low portion […]

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Investing,Property,Retirement,Self Managed Super Funds (SMSF)

Why Buy Property Through An SMSF?

4 Dec , 2014  

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Residential Property is a very popular topic and we look at this asset class for Self-Managed Super Funds (SMSFs). Many investors really like the fact that they can bring their experience in property investment to their SMSF. In the first video of the series, James Dunn explains the appeal of this type of investment such […]

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Retirement,Self Managed Super Funds (SMSF)

Why Establish an SMSF?

25 Nov , 2014  

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What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life. Sponsor – Wealth […]

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Retirement,Self Managed Super Funds (SMSF)

Why are SMSF’s the most popular retirement vehicle?

26 Mar , 2014  

Popular Retirement Vehicle

In recent years, a new retirement plan has gained in popularity in Australia called the self-managed super fund, or SMSF.  This trend is demonstrated by how the funds are growing – nearly 3,000 new SMSFs are started every month.  In the last 12 months, over 35,000 new funds were established.  Overall there are over 500,000 […]

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