SMSFs attract younger members
Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.
Heed restrictions on downsizer contributions
Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.
Access to more resources and tools than most websites.
We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *
Valuations key to avoiding NALI restrictions
SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.
SMSF advice appetite strong, says ASIC
A new ASIC report has highlighted demand for further advice on the specifics of SMSFs among the Australian population, particularly among those who have a financial planner.
For a smoother path to investment success, diversify
The word diversification crops up in many contexts. You might hear a business person talk about diversifying revenue streams, or a footy fan mention a team’s need to assemble a group of players with diverse skills.
How's Australia doing statistically?
One great source of data about Australia. Become better acquainted with the country we love. An up-to-date snapshot of Australia's vital statistics.
LRBA changes mostly affect Melbourne, Sydney retirees
Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and Sydney who are approaching retirement and have recently purchased a property within their fund, according to a major financial institution.