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Death Benefits in Estate Planning

Superannuation death benefit limitations

SMSF trustee’s need to take special care when paying death benefits as you are responsible for ensuring that the payment rules are met. Strict rules apply, affecting who can receive a death benefit, the form in which the death benefit can be paid and the […]

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SMSF Set Up Gold Coast

Setting up an SMSF – What do you need to consider?

Setting up a Self Managed Superannuation Fund(SMSF) can be complicated.  Not getting it right can materially affect your financial situation and retirement plans. The first question you need to be sure about is whether an Self Managed Fund is the right fit?  Seeking specialised financial […]

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Is your SMSF adequately diversified?

Is your SMSF portfolio adequately diversified? The  benefits of a well diversified portfolio are numerous, however one of the key benefits that SMSF trustees should focus on is the of mitigation of volatility and short-term downside investment risks, preserving capital and the long-run benefits of […]

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On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary […]

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