How much do you need for a comfortable retirement? While it seems like a very simple question, the response is complicated because so many variables can influence the answer— sometimes considerably. Working out how much is enough for your retirement depends on...
The value of cryptocurrency assets inside Australian self-managed superannuation funds (SMSFs) increased by 589.9% ($1.17bn) between June 2019 and June 2022, according to the latest ATO statistics. While cryptocurrency is a relatively small asset class at only 0.16%...
When used in the right circumstances a self-managed super fund (SMSF) can provide important benefits for individuals looking for greater levels of investment flexibility and control over how their super savings are invested. New research released by the University of...
Clients with self-managed superannuation funds (SMSF) often ask what assets and investments the SMSF can acquire. ‘Why’? The golden rule for acquiring assets inside your SMSF is why? To be compliant, your fund must be maintained for the sole purpose of providing...
Simply, a Self-Managed Superannuation Fund (SMSF) is another way of saving for your retirement in a concessionally taxed environment (15% on investment earnings in the accumulation phase and 0% when in the pension phase). The difference with a Self- Managed Fund is...
Back to basics – Contributions – A Local Community Event A graduate to an intermediate course on contribution basics and strategy. This session is aimed at new entrants into the superannuation and tax advice area or those who are looking at a refresh on...
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