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 | Thu, Jun, 2015 | SMSF Options, Tips and traps
The end of the financial year (EOFY) always seems to crop up faster than it should. Understanding what you could do before and after 30 June 2015 can provide the icing on the cake for employees, investors and those in small business. Such things as bringing forward...
by Guy Wuoti | Thu, Oct, 2014 | Accessing your super, Pensions, SMSF News, SMSF Options, Tips and traps, Trustee
From 1 January 2015, income from superannuation pensions will be taken into account in determining whether you are eligible to receive the Age Pension (full or part payment) or the Commonwealth Seniors Health Card (CSHC). This might affect your ability to access...
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 | Mon, Sep, 2014 | Adviser, Boosting your Balance, Borrowing, Investments, Property, SMSF Options, Tips and traps, Trustee
It’s a common question. I would like to purchase property in my super fund; however my fund does not have sufficient money to finance the property. Are there any alternatives to borrowing in super? The simple answer is yes. While the merits of each alternative is...
