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...
by smsfoptions | Tue, Oct, 2017 | SMSF Options, Facts & Figures, SMSF News, SMSF Setup, Tax, Tips and traps, Trustee
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...
by Guy Wuoti | Tue, Feb, 2017 | Tips and traps, Contribution Caps, Contributions, Facts & Figures, SMSF News, SMSF Options, SMSF Setup, Trustee
With many of the changes announced in the 2016 Federal Budget now passed by Parliament, there is an amount of certainty that you can have when approaching your SMSF planning and the contributions you might wish to make to your SMSF. The Government is lowering both the...
by Guy Wuoti | Mon, Oct, 2015 | Adviser, Investments, SMSF News, SMSF Options, SMSF Setup, Tax, Tips and traps, Trustee
Individual vs Corporate Trustee… You have been weighing up the pros and cons of running your own a Self-Managed Superannuation Fund (SMSF) for some time now and you have reached the point where you think, Yes a SMSF is right for me. Fantastic, what’s next?...
by Guy Wuoti | Fri, Oct, 2014 | Adviser, Boosting your Balance, Contribution Caps, Contributions, Facts & Figures, Salary Sacrificing, SMSF Options, SMSF Setup, Tax, Tips and traps, Trustee
From 1 July 2014, the superannuation contribution caps have increased, allowing an opportunity to place more money in superannuation going forward. The contribution caps control the amount you can place into superannuation each year without facing penalty tax. If...
by Guy Wuoti | Tue, Sep, 2014 | Accessing your super, Adviser, Boosting your Balance, Investments, SMSF Options, SMSF Setup
Sometimes just trying to understand where to start is the most difficult obstacle to overcome in any journey. The Self Managed Super journey is no different. With various setup options, investment choices and other matters it can be information overload. Here are some...
