by Guy Wuoti | Mon, Mar, 2020 | Accessing your super, SMSF News, SMSF Options, Trustee
In response to Coronavirus (Covid-19) public emergency that is sweeping across the world, the Australian Government is allowing individuals affected by the virus to access up to $10,000 of their superannuation in 2019-20 and a further $10,000 in 2020-21. While...
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...
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...
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...
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...
by smsfoptions | Fri, Oct, 2017 | SMSF Options, Adviser, Facts & Figures, Pensions, SMSF News, SMSF Setup, Trustee
The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament with the majority of reforms taking effect on 1 July 2017. One significant change relates to the introduction of the transfer balance cap and the limit this imposes on...
