Category Archives: SMSF Setup

Why do I want an SMSF

Look at these myths and facts about SMSFs before deciding if you want an SMSF. You may think an SMSF is right for you – but some things you have heard about SMSFs might be more myth than fact. Let’s take a look at some common reasons for starting an SMSF – and what the […]

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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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Superannuation Strategies

EOFY Superannuation Strategies

The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. After the introduction of the significant legislative changes which came into effect […]

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Outlook for the SMSF sector

The self-managed superannuation fund (SMSF) sector has established itself as an important and enduring part of the Australian superannuation system with over 1.1 million Australians choosing to use an SMSF to manage their retirement savings. This article provides an overview of the current state of […]

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