24 October 2019
1300 794 893

Olivia Long

5 steps to set up an SMSF

There are a number of key steps you should consider once you have decided to establish a self-managed superannuation fund.

A New Year's resolution you can keep

Forget the traditional resolutions of dieting and exercise and concentrate on your financial fitness for a change.

Can you trust your deed?

A trust deed is the engine of a self-managed super fund and it needs to be fine-tuned regularly!

30 June is just around the corner - is your SMSF in order?

There's less than a month to go before the end of the financial year. Make sure you don't get caught out!

APRA-regulated funds versus SMSFs - spot the difference

Do SMSFs really get the kid glove treatment? Let's take a look at some facts.

In deeds we trust

A deed is a very important document for an SMSF, so make sure you update it regularly if you don't want to inadvertently break the law.

Labor's super policy - once bitten but still not shy

Labor has dusted off an old policy with its superannuation reforms, but it's still no better than the first time it was floated.

Super changes come at a cost

It doesn't hurt to have a public debate about super but if changes are made, let's put the cue in the rack for at least five years and acknowledge the cost on retiring Australians.

Will you make the SuperStream deadline?

SMSF trustees that don't have an electronic service address need to get one - fast!

Don't bastardise superannuation

At the same time that we need to be doing more to ensure people are self-sufficient in retirement, our attitude towards superannuation seems rather ambivalent.

SMSF trustees are looking for investment opportunities offshore

Nothing is better guaranteed to rile me than someone from the “top end of town” describing SMSF trustees as “hick investors”.

United we conquer, divided we fall

Self-managed super funds continue to draw the ire of some sectors of the industry, but perhaps it's time to look at what we all have in common.

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