Young investors: Time is on your side

September 6, 2017

Today's young investors weren't alive when The Rolling Stones, among others, released versions of Time is on my side yet the song's title just about sums up their lengthy investment horizon.

Is your SMSF retirement-ready?

September 2, 2017

A landmark stage in the life of a self-managed super fund is when at least one of its members moves from the accumulation phase to retirement phase. (NB:  A financial planner can help with this question if you're not sure)

Investors acting their age

August 26, 2017

Young investors can fall into the trap of being too conservative for their own good, forfeiting compounding long-term returns from growth assets.

ATO locks in details, addresses panic on real-time reporting

August 23, 2017

The tax office has addressed several points of confusion with the new events-based reporting regime, locked in key deadlines, and outlined what will be included in a new position paper set to be released shortly for the SMSF community. 

Multiple super accounts in a ‘gig’ society

August 17, 2017

Just yesterday (23-7-17) a planner's client said 'By the way I located lost super and would like some financial advice please. There are still a couple more lost supers, not located,
How should I proceed?  (NB: do not let things simply run because in a few years you'll forget and discovery will be very hard).

Government to shut down salary sacrifice loophole

August 1, 2017

The government has announced it will remove a loophole from legislation that allows unscrupulous employers to use their employee’s salary sacrifice contributions to pay their Superannuation Guarantee obligations

Items that heat up your depreciation deductions

July 27, 2017

With the winter season upon us, a number of property investors may be thinking of doing nothing more than curling up under a rug in front of a wood fire with a good cup of coffee.

‘Tens of thousands’ of SMSFs at risk with ECPI

July 24, 2017

The Actuaries Institute has addressed the ATO with significant concerns about a recent interpretation related to exempt current pension income (ECPI), fearing many SMSFs will make incorrect claims as a result.