August 2016 The SMSF market continues to grow strongly, with key drivers being control over investments and a wish to lower costs. However, establishing an SMSF is a big step to take. A key consideration is weighing up the advantages and disadvantages of an SMSF. In this session, we will explore a range of questions…
August 25, 2016
Investment tips for your SMSF – Part 2
In Part 1 of Investing Tips for your SMSF we looked at the various issues around choosing particular types of investments, how the ATO will assess your retirement purpose in relation to those investment decisions and some basic obligations you have as trustee of your SMSF when it comes to your investment objectives and strategy…
August 1, 2016
Investment tips for your SMSF – Part 1
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 in your…
Are there trustee/member traits that are not suitable to be part of an SMSF?
July 2016 SMSF Association Head of Policy Jordan George discusses trustee/member traits that are not deemed suitable to be part of an SMSF. https://vimeo.com/175460554
What are some of the traps in binding death nominations?
July 2016 SMSF Association Head of Policy Jordan George explores some of the traps in binding death nominations. https://vimeo.com/175489410
The initials LRBA often comes up. Would you explain the process and why it exists?
July 2016 SMSF Association Head of Policy Jordan George explains LRBA’s, the process and why it exists. https://vimeo.com/175501619
Keeping your self managed super fund on track
All super funds, including self managed super funds (SMSFs), are required to have an investment strategy to provide fund objectives and direction. This ensures the fund’s investments are directed to the sole purpose of providing benefits upon retirement for members and their dependants when they are due and payable. Under the Superannuation Industry (Supervision) Act…
How do I benchmark?
June 2016 Over any investment period, if you want to benchmark the performance of your Self-Managed Super Fund (SMSF) your-self, you need to work out 3 things: Your investment return over the period, using a TimeWeighted Return (TWR) method Your average asset allocation over the period How your return compared to other SMSFs or a…
June 17, 2016
I’m over 65 years of age can I still contribute to my super fund?
If you are 65 years of age or older, you can still contribute to your super, however, there are conditions that must be met and limits to how much you can contribute. We’ll walk you through the conditions that must be met and limits below. Concessional Contributions are before tax contributions. They include employer contributions,…
June 2, 2016
The tips for rolling over to a self managed super fund
You may wish to roll-over (transfer) the money you have in superannuation to another fund. For example, you may have just established a self-managed superannuation fund (SMSF) with the aim of commencing an income stream or for investment purposes, retirement and you would like to move all of your super benefits to that fund. This…