SMSFs go for growth
SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.
Categories for Financial Planning News
6-member SMSF registration availability to begin mid-August
SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.
SMSF members highly satisfied with funds
SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.
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Four steps to plan for a better retirement
Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.
SMSF scams are on the rise: Here’s how to fight back
The growing prominence of SMSFs has made them a ripe target for scammers.
ATO zeroes in on SMSF lifestyle assets
The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.
Five investing tips for beginners
Here are five investing tips for those who are just beginning their investment journey.
Trust deed must include certain items
An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a contribution suspense account.
Downsizer and bring forward combination creates new opportunities for super strategy
With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.
