June 30, 2020
Super traps and opportunities for the new financial year
Key point: You should plan around any key birthdays in fiscal year 2021 to make…
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September 25, 2019
Dual SMSF investment strategy that ticks all boxes
Key point: Your DIY fund's approach to diversification needs to act a benchmark for your…
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July 31, 2019
How to pass on your SMSF wealth effectively
Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your…
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July 3, 2019
Time for a portfolio fine-tune
Great investing ideas and portfolio management are different skills. Both are important but the latter…
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June 6, 2019
Why politicians need to understand the true nature of SMSFs
Digging behind ATO statistics shows mum and dad trustees are more likely to have less…
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January 15, 2019
An SMSF action plan for 2019 to keep your fund running smoothly
Now is a great time to start planning how to get your self-managed super fund…
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November 19, 2018
Why inviting your kids into SMSF is a bad idea
While family members in accumulation mode could help soften the impact of Labor’s franking credit…
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October 23, 2018
How to simplify your SMSF
When you take control of your family’s financial future, cut through complexity to meet your…
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July 2, 2018
SMSF advisors need to lift their game
Why the two SMSF reports from ASIC should be required reading for anyone in the…
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June 4, 2018
Right reasons to set up an SMSF
For the work and effort involved in running your own fund, there should be significant…
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