by Guy Wuoti | Thu, Feb, 2020 | SMSF Options
The life cycle of a SMSF, in most cases is based on a long-term plan that may include an unexpected event(s) such as illness, incapacity or death of a member. How do we deal with these events when we have illiquid asset such as a property, if a member died for...
by Guy Wuoti | Thu, Feb, 2020 | SMSF Options
The life cycle of a SMSF, in most cases is based on a long-term plan that may include an unexpected event(s) such as illness, incapacity or death of a member. How do we deal with these events when we have illiquid asset such as a property, if a member died for...
by Guy Wuoti | Fri, Sep, 2019 | SMSF Options
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...
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...
