Tag Archives: ian glenister

Announcements / Events / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Compliance / SMSF Strategy

SMSF Property Investing Masterclass

Posted on by • 1 Comment

The ability to purchase property within a Self Managed Super Fund continues to be a key attraction for many people looking to bricks and mortar to help build their retirement savings.  Recent preliminary views expressed by the Commissioner of Limited recourse borrowing arrangements has only further sparked interest in the area of SMSF property investing. … Continue reading »

Announcements / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Strategy / Trustee education

The launch of the SMSF Academy

Posted on by • 2 Comments

Yesterday was a landmark day for me both personally and professionally, with the official launch of The SMSF Academy.  This launch coincided with our inaugural training event in Sydney, the SMSF Limited Recourse Borrowing day. It was a resounding success, with extremely positive feedback about the quality of content, presenters, and tools to assist practitioners from … Continue reading »

Announcements / Limited Recourse Borrowing Arrangements / Professionals / SMSF / SMSF Strategy

Register for the SMSF Academy Limited Recourse Borrowing day

Posted on by • Leave a comment

I am pleased to announce as part of the launch of The SMSF Academy, an accredited training day for professionals on the topic of SMSF Limited Recourse Borrowing Arrangements. This professional development day will be held in both Sydney and Melbourne. Bringing together expertise from across the areas of legal, advisory, accounting/tax, lending and SMSF audit, … Continue reading »

Estate Planning / Professionals / SMSF

The malaise of the estate plan; there’s an elephant in the room!!

Posted on by • 2 Comments

I am regularly astounded when confronted with clients with significant assets and wealth that they have no estate plan. I’m not just talking about a Will.  Yes, it is an essential ingredient of an estate plan, but it is not a total estate plan. Over the next twenty-five years, Australia will witness the greatest wealth … Continue reading »

SMSF / SMSF Strategy / Trustee education

Watch our latest video on borrowing in super

Posted on by • Leave a comment

Borrowing in super has become a very popular strategy with self-managed super funds since its introduction back in September 2007.  I see more and more SMSFs using borrowing, but you need to be aware of some of the traps in using this strategy. When first introduced, superannuation borrowing was done using what was then called … Continue reading »

SMSF / SMSF Compliance / Trustee education

Understanding your roles and responsibilities as a SMSF trustee

Posted on by • Leave a comment

The ability to take control of your retirement has been the driving factor in the continuing growth of self-managed super funds.  They are a great way to provide for your retirement, but it is important to understand that with this greater control comes an increased responsibility as a trustee of your fund. The ultimate responsibility … Continue reading »