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Is your SMSF adequately diversified?

SMSF trustees need to truly understand diversification and better diversify their portfolios. The benefits of a well-diversified portfolio are numerous but the key ones that SMSF trustees should focus on are the benefits of mitigating volatility and short-term downside investment risks, preserving capital and the long-run benefits of higher overall returns. By spreading an SMSF’s [...]

Why it’s best to plan for unexpected events – SMSFs

Have you considered what you will do if an unexpected event occurs? Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving [...]

By |2018-08-06T15:42:46+10:00August 6th, 2018|Categories: Blog, Featured, Financial Advice, SMSF|Tags: , , |

How do franking credits benefit SMSFs?

You may have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian companies they own. What are franking credits and how do they benefit SMSFs? Under the Australian tax system companies [...]

By |2018-03-22T14:42:06+11:00March 22nd, 2018|Categories: Blog, Financial Advice, SMSF|Tags: , |

Avoid these 4 top SMSF mistakes

Ensure you avoid these 4 common breaches. (A breach occurs when a fund fails to comply with the Superannuation law). • Loans made to related parties • More than 5% in-house assets (related party investments, with some exceptions) • Assets not held in the correct name • Documents requested by auditors were not provided When [...]

By |2017-02-07T14:06:54+11:00August 9th, 2015|Categories: Featured, SMSF, SMSF Audit|

What is a SMSF and how would it benefit me?

Self-managed super funds (SMSFs) allow people to control their own super investments for their retirement. If you set one up, you’re responsible for running it in accordance with the law and reporting to the ATO on its operation. Benefits of a SMSF include: Control over your investments. More investment flexibility. Lower fees on average than [...]

By |2018-09-14T15:22:35+10:00March 24th, 2015|Categories: Blog, Featured, SMSF|Tags: , , |
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