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2021-22 Federal Budget Update – A strong Budget for SMSFs

2021-22 Federal Budget Update – A strong Budget for SMSFs

by Guy Wuoti | Wed, May, 2021 | SMSF Gold Coast, Accessing your super, Adviser, Boosting your Balance, Facts & Figures, Pensions, SMSF News, SMSF Options, SMSF Setup, Tax

  As expected, this year’s Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, there were some welcome surprises for SMSF trustees, the key measures that you should be aware of are outlined below. All measures...
ATO Email – Changes to your SMSF Account

ATO Email – Changes to your SMSF Account

by Guy Wuoti | Tue, Nov, 2020 | SMSF Options, Adviser, Property, SMSF Gold Coast, SMSF Setup, Tax

The ATO has recently implemented a new practice of alerting authorised SMSF trustees via email and/or text message whenever changes are made within your self-managed super fund (SMSF). If you have received this email for the first time you may be asking, what does...
Is your SMSF adequately diversified?

Is your SMSF adequately diversified?

by Guy Wuoti | Tue, Aug, 2019 | Investments, Adviser, SMSF News, SMSF Options, SMSF Setup, Tips and traps

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...
On 1 July 2019 your insurance cover may be changing!

On 1 July 2019 your insurance cover may be changing!

by Guy Wuoti | Thu, Jun, 2019 | SMSF News, Adviser, SMSF Options, Tips and traps

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...
EOFY Superannuation Strategies

EOFY Superannuation Strategies

by Guy Wuoti | Tue, May, 2019 | SMSF News, Accessing your super, Adviser, Boosting your Balance, Facts & Figures, Investments, SMSF Options, SMSF Setup, Tax, Tips and traps, Trustee

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...
New reporting requirements for superannuation pensions

New reporting requirements for superannuation pensions

by smsfoptions | Thu, Nov, 2017 | Pensions, Accessing your super, Adviser, Facts & Figures, SMSF News, SMSF Options, Tips and traps, Trustee

With the new super rules beginning on 1 July 2017, your requirement to report information about your SMSF and the pensions it pays you and other fund members may be changing. This is driven by the introduction of the new $1.6 million transfer balance cap which limits...
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