30/01/2015 | 7:01 AM Now is the time to troubleshoot portfolio problems to ensure your bottom line improves in 2015, according to Morningstar's US-based director of personal finance Christine Benz.
27/01/2015 | 7:39 AM Those who have either maxed out their contributions to super or want more accessibility may find a family trust worthwhile, according to HLB Mann Judd's Michael Hutton.
21/01/2015 | 8:43 AM Keeping up-to-date on legislative changes, avoiding excess contributions and ensuring sufficient cash flow is in place are just some of the simple things trustees can do to get a better handle on their SMSF.
20/01/2015 | 7:34 AM SMSF trustees will be required to continue to navigate the legal environment as new legislation is mooted in 2015.
23/12/2014 | 8:15 AM While the odds of getting a hole-in-one are 5,000 to 1, the odds of your SMSF getting an auditor contravention report are only 53 to 1.
17/12/2014 | 7:30 AM Blended families, childless couples and wayward children are able to be covered using a selection of estate-planning strategies.
16/12/2014 | 8:59 AM As the SuperStream measures roll out, trustees must be ready for electronic contributions if their SMSF receives employer contributions.
11/12/2014 | 7:31 AM SMSFs confront a couple of big challenges following two key recommendations handed down by the Financial System Inquiry.
5/12/2014 | 7:34 AM Like a robust investment plan, a spending strategy is just as crucial when it comes to securing a comfortable future in retirement.
26/11/2014 | 7:40 AM New research reveals a growing interest in annuity products, but do investors need to consider significantly changing their portfolio as they move into retirement?
25/11/2014 | 7:37 AM There are some simple steps that can be followed to ensure superannuants are making the right level of concessional and non-concessional contributions.
18/11/2014 | 7:32 AM Making a will is not enough to deal with the entirety of your wealth. It will be necessary to specifically address how to pass on the benefit or control of your SMSF.
14/11/2014 | 7:44 AM SMSF trustees are perceived as being better educated, wealthier and healthier than the rest of the populace, which has certain implications for retirement spending.
22/10/2014 | 7:35 AM The ATO has stepped up calls for trustees to consider a legal structure that will benefit them in the long term.
19/10/2014 | 7:39 AM The ATO has identified a number of cases where SMSFs are incorrectly claiming a tax-loss deduction. Bendzulla's Melanie Dunn explains what you need to know.
13/10/2014 | 7:36 AM Trustees in pension mode should be cautious about investing in residential property, HLB Mann Judd's Michael Hutton says.
17/09/2014 | 8:06 AM Trustees can take some simple measures to protect their savings, following warnings from the Australian Federal Police that the sector is a vulnerable target for sophisticated criminals.
29/08/2014 | 7:35 AM Superannuation funds in pension phase are set to gain the most from Telstra's $1-billion buyback, according to Westpac financial planner Glenn Calder.
12/08/2014 | 7:34 AM A growing number of SMSFs have plans to invest in managed funds as they seek greater diversification, but choosing the right investment manager can be tricky.
7/08/2014 | 8:04 AM Concerns around borrowing in super have intensified following another government inquiry, but trustees can follow a simple checklist to ensure they have the right strategy in place.
25/07/2014 | 7:21 AM Trustees will have to consider a raft of recent tax determinations issued by the Australian Taxation Office over the past six months.