Choosing your investment strategy
Investors are faced with a significant and growing challenge. Stretched government balance sheets and an ageing population will likely place a growing emphasis on retirees to “self-fund” their retirement.
by zfs
by zfs
ATO letters indicate a wider SMSF warning
Letters sent by the ATO to nearly 18,000 SMSFs may serve as a warning to a far greater number of funds with similar strategies, an SMSF expert has claimed.
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Australia by the numbers – September 2019
One great source of data about Australia. Become better acquainted with the country we love. An up-to-date snapshot of Australia's vital statistics.
by zfs
Australia by the numbers – September 2019
One great source of data about Australia. Become better acquainted with the country we love. An up-to-date snapshot of Australia's vital statistics.
by zfs
ATO opens applications for SG exemption
High-income-earning SMSF trustees with multiple employers will be able to apply from mid-October to gain exemptions from super guarantee contributions, according to the ATO.
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SMSFs attract younger members
Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.
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Heed restrictions on downsizer contributions
Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.
by zfs
Heed restrictions on downsizer contributions
Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.
by zfs
Access to more resources and tools than most websites.
We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *
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Valuations key to avoiding NALI restrictions
SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.
by zfs