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, Nov, 2016 | Accessing your super, Facts & Figures, Pensions, SMSF News, SMSF Options, Tips and traps, Trustee
As the end of the year is drawing rapidly to a close it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up, however, these were announced in the 2015 Federal Budget. As a trustee, you may be asking yourself, “what does this really...
by Guy Wuoti | Mon, Oct, 2016 | Boosting your Balance, Contribution Caps, Contributions, Facts & Figures, SMSF News, SMSF Options, Tips and traps, Trustee
Are you clear on what non‑concessional contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions are you clear on what non-concessional contributions you can make to...
by Guy Wuoti | Mon, Mar, 2016 | SMSF Options
There is nothing better than starting off the week with some good news. We are pleased to announce that together with our technology partner, Class, that our secure online client portal has been upgraded to a new mobile optimised experience. This change allows you to...
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?...
