by smsfoptions | Tue, Apr, 2013 | SMSF News, SMSF Options, Trustee
On Friday 5 April 2013 the Minister for Financial Services and Superannuation, the Hon Bill Shorten MP, and the Deputy Prime Minister and Treasurer, the Hon Wayne Swan MP, announced the Government’s proposed changes to the superannuation laws. The Government have...
by Admin | Tue, Apr, 2013 | Adviser, SMSF News, Tips and traps, Trustee
The outsourcing of self-managed super fund (SMSF) administration is compromising client confidentiality, a boutique SMSF administrator has said. Keep it Simple Super (KISS) have said that the offshoring of SMSF administration is becoming more common in the industry,...
by Admin | Wed, Mar, 2013 | SMSF News, Tips and traps, Trustee
Self-managed superannuation fund (SMSF) trustees are most likely to consider closing their fund within the first year of establishing it, according to research conducted by RFi. Discussing the results of a recent RFi survey of 1,000 SMSF trustees, the company’s...
by Admin | Wed, Mar, 2013 | Borrowing, Investments, Property, SMSF News, Trustee
Property investors can use limited recourse borrowing (LRBA) to fund off-the-plan investments using their self-managed super funds. Under this strategy, your SMSF receives a concessionally taxed rent, pays off the loan while you are still working, and transfers the...
by Admin | Thu, Mar, 2013 | Adviser, Equities, Investments, SMSF News, Trustee
Self-managed super fund trustees must consider having a solid exposure to dividend stocks even as they move into retirement, according to Legg Mason. As investors approach retirement their saving priorities change from growing their pension pot to preserving it....
by Admin | Thu, Mar, 2013 | SMSF News, Trustee
Self-managed superannuation fund (SMSF) trustees were uncertain about how often their fund should be reviewed and what constituted a review of the investment strategy, a superannuation executive said yesterday. The Australian Taxation Office (ATO) introduced measures...
