by Guy Wuoti | Fri, Oct, 2019 | Investments, SMSF Setup, Tips and traps, Trustee
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern within the ATO’s letter is ensuring that trustees have...
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...
