I am a contributing opinion writer in the Australian Financial Review (AFR) in the Smart Money section. You can catch my monthly articles in the Wednesday print edition and online in AFR Personal Finance.
Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members. Read More
Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner. Read More
Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not in line with your target asset allocation, take action. Read More
Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions. Read More
The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances. Read More
Now is a great time to start planning how to get your self-managed super fund off to a cracking start. Mark these important tasks in your diary now. Read More