Launching the Top10 SMSF strategies for 2012-13
Announcements / Contributions / Estate Planning / Limited Recourse Borrowing Arrangements / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

Launching the Top10 SMSF strategies for 2012-13

I’m pleased to announce the launch of my Top10 SMSF strategies for 2012-13 webinar to be held at 11am AEST, Thursday, 23 August 2012.  With more than 410 attendees to last year’s session, this is the most anticipated SMSF webinar for 2012!! In addition to the webinar, all attendees will receive a free copy of … Continue reading »

Contributions / Estate Planning / Investments / Pensions / Professionals / SMSF / SMSF Strategy

Super strategies for Sugar Daddies and Cougars

While the terms “sugar daddy” and “cougar” can conjure up images of Hugh Hefner, Anna Nicole-Smith, Geoffrey Edelsten or Demi Moore (even Stifler’s mom for the American Pie fans!!), there are plenty of real life examples of  couples that need to plan for, and deal with, their significant age differences in planning for retirement. It … Continue reading »

Estate Planning / Pensions / Professionals / SMSF

Death and Taxes with Super Benefits

There has been a significant amount of focus on the benefits of reversionary pensions since the ATO released draft tax ruling, TR 2011/D3.  The ruling considers the issue of where a pension will cease in the event of death where there is no automatic reversion to a beneficiary.  This reversion will only occur where either: … Continue reading »

Contributions / Estate Planning / Pensions / SMSF / SMSF Strategy / Trustee education / Webinars

SMSF Year End Planning Strategies

With the end of the financial year fast approaching, it provides an important time for SMSF trustees to consider a range of year-end planning strategies for their SMSF. The following list provides some ideas, issues, and strategies around contributions, pensions, investments and estate planning that you should be reviewing to maximise the opportunities leading up … Continue reading »

Contributions / Estate Planning / Investments / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

SMSF Year End Planning Webinar

As we approach the end of the financial year, it is important to focus on the various planning opportunities that are available for members of self-managed super funds.  As both trustees and the broader SMSF industry place a greater focus on the quality advice, being able to effectively deliver strategies in the lead up to … Continue reading »

Estate Planning / Pensions / Professionals / SMSF / SMSF Compliance / SMSF Strategy / Trustee education

Can you establish a reversionary pension after a pension has commenced?

The impact of  ATO draft tax ruling, TR 2011/D3 has sparked a significant amount of interest in how income streams are structured for SMSF members, in particular with those who have not originally included a tax dependant reversionary beneficiary in the original terms & conditions of the pension.  The draft ruling states that a pension will cease … Continue reading »

Estate Planning / Pensions / Professionals / SMSF / Trustee education

Be aware of rolling over death benefit pensions to SMSFs

I had an interesting question raised via a financial adviser last week regarding a death benefit pension being paid to a member under age 55 who wished to transfer this to a SMSF.  I thought I would share with you the important implications of this decision. John (52) passed away and is survived by Jane … Continue reading »

Announcements / Estate Planning / Events / Pensions / Professionals / SMSF / SMSF Strategy

Announcing the SMSF InPractice Workshops

The SMSF Academy is pleased to introduce the October 2011 half-day SMSF workshops on Pensions and Estate Planning. These SMSF workshops will work through case studies to outline key issues and strategies in these topical areas, in particular in light of the ATO’s draft ruling TR 2011/D3, when a pension commences & ceases. Due to the workshop format, numbers are … Continue reading »

Announcements / Estate Planning / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

Next Webinar on Super Death Benefits and blended families

With an increase in the number of blended families now in Australia, it is important to consider how to structure an appropriate and tax-effective financial result for all family members. A lack of proper estate planning in this area could possibly lead to a loss of control of super benefits and ultimately end up in … Continue reading »

Estate Planning / Pensions / Professionals / SMSF / SMSF Strategy / Webinars

The payments of super death benefits in a blended family

Are you part of a blended family or have you as the ‘trusted adviser’ been approached by your client who has remarried for the second (maybe even third or fourth time) about their estate planning requirements. Let’s take the example of where these remarried (or re-partnered) individuals are both members of the same Self Managed … Continue reading »