24/01/2017 | 7:59 AM SMSF trustees should sit down with their adviser to review their fund and check how the legislative and regulatory changes of 2016 affect them.
18/01/2017 | 8:01 AM Whether a trust is a fixed trust or not has significant taxation implications for SMSFs, as Michael Hallinan of Townsends Business & Corporate Lawyers explains.
16/01/2017 | 8:09 AM While there are undeniable benefits to international investing, it's important to consider how offshore investments fit with investors' goals, risk tolerance, timeframe, and portfolio.
10/01/2017 | 8:01 AM With the 1 January 2017 assets test changes now in effect, it is important retirees who may be over the new cut-off understand the implications on their age pension entitlements.
06/01/2017 | 8:13 AM For those likely to have super balances at or over $1.6 million by 1 July 2017, it's important to understand the rules and plan well before next financial year.
28/12/2016 | 4:53 PM Enhanced disclosure of underlying assets held by fund managers is increasingly demanded by Australian investors of all sizes, from super funds to individual self-managed super fund trustees, and technology may help deliver this.
23/12/2016 | 9:16 AM Michael Hallinan of Townsends Business & Corporate Lawyers explains under what circumstances it would be acceptable for an SMSF to acquire business premises.
22/12/2016 | 9:23 AM When it comes to estate planning the best option is to only provide monies to children by way of a loan, according to Brian Hor at SUPERCentral.
21/12/2016 | 9:47 AM Australians who have 10 years left until they retire could consider using equity in their home to fund SMSF investing, while being neutrally or positively geared in case of redundancy, injury or illness.
20/12/2016 | 9:04 AM There's a real risk that well-meaning retirees and retirement savers can over-save and under-spend, according to Morningstar's US-based director of personal finance Christine Benz.
19/12/2016 | 9:10 AM Every SMSF member needs to put into place an enduring power of attorney, says Brian Hor of SUPERCentral.
16/12/2016 | 9:48 AM There are three questions regularly asked by those either setting up a new fund with a new corporate trustee or those wanting to change their trustees from individuals to a company.
12/12/2016 | 8:18 AM In order to address the most important part of any retirement plan, trustees need projection tools that allow for risk and don't just use average returns and lifespans.
29/11/2016 | 4:49 PM Self-managed super fund trustees may be reconsidering the viability of such arrangements because of changes to the tax treatment of concessional and non-concessional contributions.
25/11/2016 | 8:20 AM Winding up an SMSF may occur for a number of reasons. But what needs to be done and what documents need to be prepared?
24/11/2016 | 8:12 AM The ATO has cautioned that non-lodgers, various "tax planning" arrangements and collectables will all be in its cross-hairs this financial year.
23/11/2016 | 12:11 PM Many people could miss out on a lucrative, final opportunity to top up their super balances before non-concessional caps are reduced after 1 July, 2017.
17/11/2016 | 8:16 AM When does helping your children become detrimental to your own retirement plans? The answer is in almost every case because most people are doing it the wrong way.
15/11/2016 | 8:11 AM Julie Hartley of Townsends Business & Corporate Lawyers examines issues surrounding the pension transfer cap, part of the government's proposed super changes.
08/11/2016 | 11:05 AM Hold firm to your self-managed super fund's long-term investment strategy and don't be unduly influenced by doomsday predictions ahead of the US election.
28/10/2016 | 8:44 AM Putting financial and legal plans in place now allows a person who may be at risk of getting dementia to arrange for future care and financial decisions.
27/10/2016 | 8:33 AM There are a number of strategies that retirees can implement to help them retain or improve their cash flow when changes to the pension assets test take effect.
19/10/2016 | 8:51 AM While the slump in commodity prices from mid-2015 onward proved punishing for the ultra-wealthy in Australia, the ATO continues to have an ongoing focus on the group.
17/10/2016 | 12:40 PM SMSF trustees will bear the brunt of the government's proposed reductions in concessional contribution caps, according to a joint study conducted by the SMSF Association and actuarial firm Rice Warner.
14/10/2016 | 8:01 AM Superannuation is far too important to this country's future to be nothing more than a tax debate, according to Olivia Long, the CEO of SuperGuardian/Xpress Super.
29/09/2016 | 8:26 AM Schroders' David Wanis discusses how SMSFs can improve performance by exercising flexible asset allocation in pursuit of their objectives.
27/09/2016 | 9:56 AM SMSF trustees and the rest of the industry will be hoping there are no more major surprises from the government or parliament, as they work to rebuild confidence in super.
26/09/2016 | 8:12 AM Michael Hallinan of Townsends Business & Corporate Lawyers explains under what circumstances it would be acceptable for an SMSF to acquire business premises.
22/09/2016 | 1:17 PM Ensuring your pension withdrawals allow for longevity risk, contribution caps and market performance variables can be a delicate balancing act.
19/09/2016 | 8:49 AM A separate written agreement may prevent a surviving spouse from being tempted to make departures from the original intent of a will, according to SUPERCentral's Brian Hor.
16/09/2016 | 8:00 AM Australians who have 10 years left until they retire could consider using equity in their home to fund SMSF investing, while being neutrally or positively geared in case of redundancy, injury or illness.
15/09/2016 | 8:00 AM Self-managed super fund (SMSF) trustees are increasingly interested in listed vehicles, including listed investment companies (LICs) and managed funds, according to John Murray, managing director, Perennial Value Management.
15/09/2016 | 8:00 AM In order to address the most important part of any retirement plan, trustees need projection tools that allow for risk and don't just use average returns and lifespans.
13/09/2016 | 8:00 AM There's a real risk that well-meaning retirees and retirement savers can over-save and under-spend, according to Morningstar's US-based director of personal finance Christine Benz.
12/09/2016 | 8:00 AM When it comes to estate planning the best option is to only provide monies to children by way of a loan, according to Brian Hor at SUPERCentral.