Blog

SMSF Contributions

Posted on July 10, 2020

Contributions can play an essential role in a Self-Managed Superannuation Fund Your contributions can be made in two ways – by cash or an asset (known in the trade as ‘in specie’ contribution). Typically, your SMSF can accept: employer contributions personal contributions salary sacrifice contributions super co-contributions eligible spouse contributions. The Australian Taxation Office (ATO)...
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How To Review Your SMSF Investment Strategy

Posted on June 12, 2020

A new year can be a good time for SMSF trustees to revisit finances with an eye to reviewing their SMSF investment strategy. The question is: what is a good investment strategy? Unfortunately, there is no simple answer. Super law does set out some requirements that trustees of regulated super funds need to consider when...
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Do Falling Markets Signal A Good Time To Open An SMSF?

Posted on May 27, 2020

Historically, self-managed super funds (SMSFs) have been seen as a direct way to take control of your retirement savings. By taking charge of your investment selection and asset allocation, there may be the perception that you could outperform your retail or other super fund by taking control over your choice of investments Hence, when investment...
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Develop a Retirement Savings Plan

Posted on May 1, 2020

Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to develop a retirement savings plan so you can enjoy a rewarding tomorrow.   How am I tracking to live the life I want in retirement? There is no magic...
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