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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May 6, 2019
Industry funds’ DIY options could help you keep franking credits
Key point: Own shares through an SMSF and concerned about losing revenue on them? There's…
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April 9, 2019
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity,…
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March 10, 2019
Top 100 SMSFs control $8 billion
The Australian Taxation Office has a self managed super fund top 100. Among its greatest…
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February 10, 2019
Banking royal commission: what SMSF investors need to know
While DIY super funds were not an area of concern, it will mean more transparency…
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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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