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…
Read More
July 3, 2019
Time for a portfolio fine-tune
Great investing ideas and portfolio management are different skills. Both are important but the latter…
Read More
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…
Read More
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…
Read More
April 9, 2019
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity,…
Read More
March 10, 2019
Top 100 SMSFs control $8 billion
The Australian Taxation Office has a self managed super fund top 100. Among its greatest…
Read More
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…
Read More
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…
Read More
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…
Read More
October 23, 2018
How to simplify your SMSF
When you take control of your family’s financial future, cut through complexity to meet your…
Read MoreOur recent tweets
RT @FinancialReview: Everyone’s situation is different, but with prior planning, much of the superannuation death tax can legally be red… https://t.co/wJs3Oykc8K- RT @WestsTigers: OFFICIAL — Wests Tigers Life Member @robbiefarah has today announced his retirement from the NRL with his 17-year c… https://t.co/RwhoanXhEB
