Retirement,Self Managed Super Funds (SMSF),Superannuation,Trusts, Wills & Estates

Considerations For Your SMSF Estate Plan

28 May , 2015  

flowers-marguerites-destroyed-dead

In planning for your future, your SMSF will be a large part of it, so plan wisely while considering possible situations. Among those different situations, be prepared for the worst one, such as the death or illness of a spouse, however unpleasant it is to think of. Perhaps if one is more involved than the […]

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Retirement,Self Managed Super Funds (SMSF)

What Are The Basics of A SMSF

11 Mar , 2015  

Simple-SMSF

Self Managed Superannuation is a rapidly growing industry with more than 470,000 SMSF’s currently in existence. Many Australian’s see that establishing a SMSF as the next logical step in their retirement plan once they have accumulated a reasonable sized nest egg. But, the laws and regulations associated with Self Managed Superannuation are tricky and ever-changing making […]

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Retirement,Self Managed Super Funds (SMSF)

Effective Retirement Strategies – SMSF’s

23 Nov , 2014   Video

Retirement-Planning-SMSF

Wealth Know How – 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 […]

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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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Retirement,Self Managed Super Funds (SMSF)

The Most Expensive Mistake Aussies Make

19 Mar , 2014  

Financial Mistakes on ProAdviser

It can be easy once you have put together your financial plan to just think it will run without any tinkering or adjusting over time. Nothing could be further from the truth. Since nothing in the financial markets stays the same year after year, your financial plan shouldn’t either. Plus, things change in your life and […]

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Retirement,Self Managed Super Funds (SMSF)

The Top 10 SMSF Stuff Ups!

5 Feb , 2014  

ProAdviser Turtle

Many consumers these days are using self managed super funds as an alternative to traditional superannuation products. Unfortunately, many consumers use these complex retirement vehicles without fully understanding the responsibilities, risks and consequences. Every year the ATO publishes an article detailing the top 10 SMSF compliance mistakes. These mistakes are general contraventions as reported by […]

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