New super contribution rules for older Australians

August 2020 Superannuation rules are never stable, and the start of the 2020/21 financial year is no different. For older Australians, recent changes to the contribution rules may present new opportunities to contribute to superannuation. The changes are focussed on individuals aged between 65 and 74 and are designed to provide more flexibility in retirement.…

Take control of your super – Time to set up an SMSF?

July 2020 Setting up an SMSF can be complicated.  Not getting it right can materially affect your financial situation and retirement plans. The first question you need to be sure about is whether an SMSF is the right fit.  Seeking advice from an SMSF Specialist can help you determine this answer. Some considerations include: Do…

Your Yearly SMSF Planner

Revised as at 10 June 2020 Managing your own super has many benefits, but it’s important to have a plan. There are certain aspects you must consider to ensure you are meeting all of your yearly requirements.  Step through the year with confidence with your SMSF Yearly Planner, detailing what you need to address each…

Setting up an SMSF – What do you need to consider?

October 2018 Setting up a self managed super fund (SMSF) can be complicated.  Not getting it right can materially affect your financial situation and retirement plans. But don’t stress, this paper will help you ask the big questions. The first question you need to be sure about is whether an SMSF is the right fit…

Ready to set up an SMSF?

You’ve weighed up all the pros and cons and decided to establish a self managed super fund (SMSF). The establishment of an SMSF requires a lot of decisions to be made by you as an SMSF trustee in conjunction with appropriate advice from your advisor. Use the below checklist to ensure every step has been…

The popular choice for new SMSFs: A corporate trustee

19 March 2018 Written by Robin Bowerman, Head of Market Strategy and Communications at Vanguard/Board Director of the SMSF Association A fundamental question for intending SMSF members is whether to have a corporate trustee or individual trustees for their new fund. More than 80 per cent of new SMSFs established in 2016-17 had a corporate…