Your SMSF: When expenses and investments are not at arm’s-length
We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate to related party transactions – [...]
Is an SMSF the right answer for you?
With over 1.1 million Australians choosing to manage their own Self Managed Super Fund, it has become a popular option for those wanting more control [...]
Road to Recovery – Budget 2020-21
On 6 October 2020, the Federal Treasurer, Josh Frydenberg, delivered the Federal Budget for the 2020–2021 income year. The 2020-21 Federal Budget is a road to [...]
The Second $66.1 bn Stimulus Package: What You Need To Know
The Government yesterday released a second, far reaching $66.1 bn stimulus package that boosts income support payments, introduces targeted changes to the superannuation rules, provides [...]
How to Maximise Your Assets before Retirement with Tactical Investing
Risk tolerance, time horizon, and asset allocation - you've dealt with these factors for a good part of your life, but now, in the face [...]
The new rules for calculating the Super Guarantee for employees
From 1 July 2020, new rules will come into effect to ensure that an employee’s salary sacrifice contributions cannot be used to reduce the amount [...]
Common errors associated with the Super Downsizer Scheme
The Super Downsizer Scheme started on 1 July 2018 and has allowed older Australians to sell their homes and contribute up to $300,000 of the [...]
Return of the Super Guarantee Amnesty
The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time [...]
Are all your SMSF investments in one place?
The investment strategies of Self Managed Superannuation Funds (SMSFs) are under scrutiny with the Australian Taxation Office (ATO) contacting 17,700 trustees about a lack of [...]
Class SMSF Benchmark Report June 2019
The latest Class SMSF Benchmark Report provides some interesting Investment Insights: Tech companies make up 57% of the Top 20 International Share Holdings, while International [...]