06
Jul

Australia's SMSF Army

Australia's army of Chief Investment Officers is marching into retirement.
22
Aug

Is your SMSF retirement-ready?

Is your SMSF retirement-ready? A landmark stage in the life of a self-managed super fund is when at least one of its members moves from the accumulation phase to retirement phase.
27
Jul

An SMSF blueprint for non-SMSF investors

An SMSF blueprint for non-SMSF investors As the one million-plus members of Australia's 600,000-plus self-managed super funds know, SMSFs must prepare and regularly update an investment strategy. 
24
Jul

A vital SMSF question: A corporate trustee or individual trustees?

A vital SMSF question: A corporate trustee or individual trustees? A self-managed super statistic that doesn't seem to change much over the years is the strong preference of new SMSFs for individual trustees rather than a corporate trustee. 
31
May

Your first SMSF portfolio: Don't overlook fundamentals amid super changes

Your first SMSF portfolio: Don't overlook fundamentals amid super changes  New SMSF trustees face something of a double challenge in 2017-2018: Coming to terms with the long-standing fundamentals of having your own fund together with the biggest changes to super in a decade. It is critical for new trustees not to neglect any of the fundamentals of…
22
May

Don't let your portfolio end up like a gym membership

Don't let your portfolio end up like a gym membership New Year resolutions and portfolio rebalancing face common challenges. Both spring from the best of intentions. Both can drift into the background as the holiday season draws to a close and the urgency and demands of everyday life return. For self-managed super funds (SMSFs), the more relaxed…
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