February 2017 In this session we will look at the lifecycles of your SMSF and examine the many ways the investments in your SMSF can create wealth for your retirement. Those times in your working life when you are accumulating your wealth can require different strategies to those adopted once you are in retirement. In…
Recognising the different phases of your life and adjusting your retirement strategy to adapt to those changes is important to the success of your long-term planning. This is the case whether you are setting up your SMSF, accumulating wealth, paying an income stream or winding up your fund. So, what are some of the issues…
October 2016 SMSF Association Head of Policy Jordan George explores how to successfully overcome time and expertise requirements of an SMSF. https://vimeo.com/175460582Find an independently endorsed SMSF Specialist in your area using our interactive ‘Find a Specialist’ function.
October 2016 The final video in this series discusses the special rules and potential tax implications, if any, around the allocation of proceeds to the insured. Join the SMSF Association Head of Education and Technical, Peter Hogan, as he runs through a multitude of different scenarios. https://vimeo.com/186111044
October 2016 It is important that you explore your insurance options and ensure you are adequately covered for all potential events. This video discusses how an SMSF’s investment strategy will often dictate the type and amount of insurance that should be taken out. https://vimeo.com/185883396
October 2016 Peter Hogan, SMSF Association Head of Education and Technical discusses the issues to be considered when altering insurance policies held within an SMSF. https://vimeo.com/185882373
October 2016 SMSF Association Head of Education and Technical, Peter Hogan discusses how you should record your decisions regarding insurance in your SMSF. https://vimeo.com/185882371
October 2016 This video acts as a checklist of issues that you should review and consider on an annual basis in terms of insurance in your SMSF. https://vimeo.com/185882372