Pensions / Professionals / SMSF / SMSF Strategy / Trustee education

How troubled investment times can create super opportunities

Watching the current turmoil on the investments markets is a bit like watching a car crash (you can’t look away)…  but in these troubled times, it is important to think about and strategies for members within a SMSF.  In particular, one strategy allows for a member receiving a pension to capitalise on the current down … Continue reading »

Announcements / SMSF / Webinars

Webinar on Top10 SMSF strategies for 2011/12

A Happy New Financial Year to all my readers… To start off the new financial year with a bang, The SMSF Academy in conjunction with Business Fitness invite you to join us for a free webinar on the “Top10 SMSF strategies for 2011/12”.  In this one (1) hour webinar, I will be going through the hottest strategies … Continue reading »

SMSF / SMSF Compliance / Trustee education

Setting up a Self Managed Super Fund

After making the decision to setup a self-managed super fund, there are a range of important decisions and steps about how to structure and operate your fund to get it started. When setting up a self-managed super fund, you take on the role of either a trustee or director of a company which acts as the … Continue reading »

SMSF / SMSF Compliance / Trustee education

Understanding your roles and responsibilities as a SMSF trustee

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 »

SMSF / Trustee education

Thinking about Self-Managed Super in 2011?

I am pleased to introduce the first of our new series of videos for the SMSF Academy website, Thinking about Self-Managed Super: Many people ask me why would you want to setup a Self-Managed Super Fund? The key reason is that many people look to self-managed super funds to take a greater control in their … Continue reading »

Announcements / Professionals / SMSF / Trustee education

Cooper Super now Stronger Super – the impact for SMSFs

Santa, or should I say Minister Bill Shorten has delivered a Christmas gift a little early this year with the Government’s response to the Super System Review (Cooper Review). The government’s response, known as “Stronger Super” has provided support, or in-principle support for 139 out of 177 of the Review’s recommendations. Much of the mainstream … Continue reading »

Announcements / Professionals / SMSF / Trustee education / Webinars

SMSF death benefit nominations webinar now available for download

After a successful webinar on SMSF death benefit nominations today, I have now uploaded this session onto the website for those people who were unable to attend. Ian Glenister provided a fantastic insight into the issues and requirements surrounding the different types of death benefit nomination, including the benefits of the SMSF Will. This was … Continue reading »

Announcements / SMSF

Introducing The SMSF Academy website

I am pleased to announce the launch today of our new website, The SMSF Academy. You can click here to watch our introductory video to further understand what The SMSF Academy will be providing to SMSF trustees and advisors through ongoing web-based and face-to-face training. In addition to the launch of the site, I have … Continue reading »

Announcements / SMSF

Complete the Trustee or Advisor Survey to help build "The SMSF Academy"

As part of the development of an exciting initiative within the SMSF industry for both trustees and advisors, we are asking you to assist us in shaping the direction and development of “The SMSF Academy” by completing a short survey. The ‘thedunnthing’ over the coming months will begin to transition across to The SMSF Academy … Continue reading »