Investments / Pensions / Professionals / SMSF / SMSF Strategy

Having your SMSF capitalise on a market recovery

The last month or so has seen the ASX recover strongly after a disastrous start to the new financial year.  Whilst we are well short of the ASX highs of mid-2007, we may start to see some further gains with some hopeful news emerging from Europe and other parts of the world. As a result … Continue reading »

Announcements / SMSF / Webinars

Last chance to register for Top 10 SMSF Strategies webinar

With close to 400 attendees already registered for this much-anticipated webinar event, this is your last chance to join us as we explore the Top10 SMSF Strategies for 2011/12. In this 1 hour webinar event, I will be working through the Top10 strategies being used within self-managed super funds and providing case studies to demonstrate their power. There’s … Continue reading »

Estate Planning / Professionals / SMSF / SMSF Strategy

Anti detriment is back as a popular strategy for SMSFs

The use of anti-detriment within SMSFs as a strategy has been stymied over the past couple of years since the Australian Taxation Office (ATO) indicated that any allocation from a reserve for the purposes of paying this tax saving amount was to be counted as a concessional contribution.  Subject to the amount of the allocation, … Continue reading »

Professionals / SMSF / SMSF Strategy / Trustee education

A family super fund or a family feud?

The concept of the family super fund (FSF) has started to enter the vocabulary amongst SMSF trustees and advisers over the past year as a way to bring together family members to invest and manage their total wealth. The focus of the family super fund concept is to provide for not only the members today, but … Continue reading »

Professionals / SMSF / SMSF Strategy

10 things you need to know about using SMSF Reserves

There appears to be a great deal of mystery surrounding the use of reserves inside a SMSF.  Whilst many thought the abolition of RBLs was the death of SMSF reserves, this is certainly not the case.  For SMSFs, there are a range of strategies available that can utilise reserves to deliver exceptional client outcomes. Section … Continue reading »