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…
07
Mar

Commercial property and SMSFs: insurance considerations

Commercial property and SMSFs: insurance considerations It is common for businesses to have a buy/sell agreement in place, in case a director or owner dies or becomes incapacitated. The agreement is an insurance contract, which allows the remaining directors to buy out the deceased partner’s interest in the business. This allows the business to continue operating, with…
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