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
What are the issues to be considered?
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
How can insurance payout proceeds be accessed and are there any special rules around allocation of proceeds to the insured?
October 2016 There are numerous rules around the allocation of insurance proceeds including who can be paid and the various tax implications as a result of pay outs. This video discusses these special rules regarding allocation of insurance proceeds in-depth. https://vimeo.com/185882375
What are the advantages of managing insurance policies within an SMSF?
October 2016 Peter Hogan, SMSF Association Head of Education and Technical, discusses the various taxation advantages and implications of managing insurance policies within an SMSF including the insurance restrictions that you must be wary of. https://vimeo.com/185882370
What type of insurance can be managed within an SMSF?
October 2016 This video discusses the 3 main types of insurances that are most commonly found in SMSFs. Often there are restrictions surrounding insurances being included in SMSFs, these are discussed in-depth, as well as past legislative changes that affected the restrictions. https://vimeo.com/185882366
What are the main reasons for using an SMSF?
October 2016 The below video discusses the three key benefits of having a self managed super fund: control, flexibility and choice. https://vimeo.com/175469493
October 13, 2016
Cash flow management in retirement – have you got it right?
Written by Name, Title, Company For those nearing retirement, it can be an exciting time or a rather difficult one. Exciting if you are confident that you have saved enough to comfortably fund your retirement; difficult if you are not so sure. There are two sides to this often asked question of have I got…
Being an Investor: The 11 attributes of successful investors
Content provided by Magellan Written by Hamish Douglass, CEO, CIO and Lead Portfolio Manager In December 2009 I wrote that “we are in the business of investment and not speculation”. To be in the business of “investment” is to have a mindset that when purchasing shares on stock markets, you are buying an entitlement to…
Investment Tips for your SMSF
August 2016 You don’t put money into your SMSF for it to sit in cash for 30 years or more. Your intention is to invest for your retirement and to get the best return you can now to ensure you have enough to live comfortably when that time comes. When you are investing your savings…