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Finding the best income-yielding assets What history reveals about market corrections and crashes Howard Marks: the investing game has changed Welcome to Firstlinks Edition 605 with weekend update Designing a life, with money to spare

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Home / Smsf Advice

Smsf Advice

1-10 out of 10 results.

Low SMSF returns highlight value of retirement advice

Melanie Dunn
11 August 2016
6

Long periods of low returns are likely to compromise retirement goals that were set some years ago. This places greater importance on retirement advice and not assuming average returns and lifespans.

ATO video on SMSF Annual Obligations

Graham Hand
10 March 2014

ATO video on SMSF Sole Purpose Test

Graham Hand
2 March 2014

Advantages of splitting superannuation contributions

Graeme Colley
20 December 2013
1

Contribution splitting allows a super member to split up to 85% of concessional contributions received in a financial year with their spouse, and there are times when this is a good strategy.

When does an SMSF qualify as a ‘wholesale’ investor?

Andrew Bloore
19 December 2013
6

Qualifying as a 'wholesale' investor opens many investment opportunities not available to most retail investors, but the interpretation of the rules is inconsistent across the industry.

Lending policies can spoil good SMSF strategies

Alex Denham
13 December 2013
6

It's one thing to know the super and SMSF legislation and devise an appropriate strategy, but it's quite another if it can't be implemented in practice. Especially when bank lending policies are involved.

Why only four members in an SMSF?

Caveat Emptor
3 December 2013
3

My extended family has well in excess of four people in it and we currently have four separate SMSF's which quadruples the costs and time involved in managing the funds. Why is there a limit on the number of fund members?

Painful transition to FOFA will pay off in the long term

Tim Stephen, Andrei Ivanov
10 October 2013

FOFA demands higher professionalism, improves client confidence and presents opportunities for reputable advisors. The cleansing effects of the legislation are expected to outweigh the costs in the long term.

Estate planning for families with carer responsibilities

Claire Williamson
23 August 2013

Gifting an estate absolutely may not be ideal for family dependants who are unable to look after their own financial affairs. Plan ahead and check these tips if you are the carer for a family member.

Technology advances key to improving delivery of intra-fund advice

Maree Pallisco, Jeroen Buwalda
19 July 2013

Revolution in the application of technology to the delivery of financial advice, in all its different forms, is critical if the issues around quality and access are to be meaningfully addressed.

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