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Category: Superannuation & Retirement

Posted on January 20, 2022January 20, 2022

A simple guide to SMSFs

A Self-Managed Super Fund (SMSF) is an alternative way to saving for retirement than traditional Superannuation Funds. It is run by members of that fund for their own benefit. Find out how you can benefit from it.

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Posted on January 17, 2022February 2, 2022

Now Available: Trustee Training 2022

A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super. This webinar provides SMSF Trustees with guidance, the most up-to-date information, plus tips and strategies to help you reach your retirement goals.

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Posted on December 12, 2021December 14, 2021

Superannuation – what to expect in 2022

Several changes to superannuation have now been introduced to Parliament, members will hopefully be able to take advantage of these new measures from 1 July 2022. Here’s a summary of what to expect.

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Posted on November 24, 2021November 28, 2021

Do you need a Director Identification Number?

You will need a Director Identification Number if you’re a director of a company, a registered foreign company or Australian body.
Here’s what it entails.

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Posted on October 18, 2021October 18, 2021

How to protect your elderly parent’s superannuation benefits

A common estate planning question we receive is about the protection of elderly parents’ superannuation benefits, and specifically when one of them passes away. Find out here.

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Posted on October 13, 2021October 16, 2023

Webinar Now Available: Buying property in Super

Investing in property can be a great way to finance your retirement. But what’s the difference between buying property in a self managed super fund (SMSF) versus buying property in your individual name?

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Posted on October 10, 2021October 18, 2021

The good and bad of buying property in a SMSF

Investing in property can be a great way to finance your retirement. But what’s the difference between buying property in a SMSF versus buying property in your individual name?

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Posted on September 21, 2021September 23, 2021

Transferring Commercial Property into a SMSF

Business owners can sometimes financially benefit from transferring commercial properties into a SMSF that may be currently held by them personally. Find out how.

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Posted on September 13, 2021September 13, 2021

Is your SMSF Super Stream ready?

From 1 October 2021, it will be compulsory for SMSFs to also use SuperStream for rollovers of member’s superannuation benefits either into or from an SMSF. Are you ready?

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Posted on August 15, 2021August 16, 2021

6 member SMSFs now possible – pros and cons

3 years after it was initially announced in the 2018 Federal Budget, 6 member self-managed superannuation funds are now here. Find out more here.

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Posted on June 16, 2021June 16, 2021

EOFY Action Checklist – Superannuation Trustees

With the end of financial year in sight, it is a great time for trustees to start planning and attending to matters requiring attention prior to 30 June. Find out what the keys things you should do.

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Posted on June 2, 2021June 21, 2021

Welcome Relief for Pensioners

In welcomed news for Pensioners, the Federal Government announced on Saturday an extension to the current temporary measures of minimum drawdown rates.

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