SMSF administrators have bright future

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The likelihood of SMSF administrators being made redundant by technology is as likely as Donald Trump not tweeting, says Olivia Long, the Chief Executive Officer of the SMSF administrators  SuperGuardian... Read more continue reading

SMSF contribution levels almost triple in response to super changes becoming law

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SMSF trustees looking to make the most of the current rules have significantly increased contributions, according to the latest SuperConcepts SMSF Investment Patterns Survey. In the December 2016 quarter contribution... Read more continue reading

End of financial year issues to confront SMSFs & planners will miss out on business growth opportunities

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Although still months away to the end of the financial year on June 30, financial planner and head of JWW Consulting John Wiseman predicts there will be a surge before... Read more continue reading

When Size Matters: $200,000 threshold key to SMSF performance

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Large SMSFs perform better than small SMSFs because they are more diversified, operate more effectively and have longer experience in the sector, according to new joint research from SuperConcepts and... Read more continue reading

What is a ‘fixed trust’ and why do I need to know?

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Whether a trust is a fixed trust or not has significant taxation implications. In relation to tax losses, if the trust is not a fixed trust it will have more... Read more continue reading

Incapacity and SMSF trustees: How to get out of running an SMSF when health is poor or just too old?

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Begin as you intend to end. When it comes to SMSF’s, exiting at the right time and in an orderly fashion can often be a difficult decision to make for... Read more continue reading

When is it a viable option to open your own SMSF?

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Starting your own self-managed superannuation fund (SMSF) has been a hot topic for over a decade now. In my time as a Financial Planner, I am observing that the age... Read more continue reading

The path to winding up an SMSF

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Winding up a SMSF may occur for a number of reasons but what needs to be done and what documents need to be prepared? There is a compliance/legal path to... Read more continue reading

SMSF trustees turn to hybrids as an alternative source of income

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With interest rates at an all-time low, SMSF trustees  looking for income returns have increased investment in hybrid securities, according to the latest SuperConcepts SMSF Investment Patterns Survey. In the... Read more continue reading

Can your SMSF buy your business?

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“I am the sole director of my private trading company and I also own the premises from which my business is being run. Can my SMSF acquire the premises and the... Read more continue reading