Am I better off buying insurance through my super? When it comes to arranging insurance it’s important to decide what types of insurance are available to you and what you’ll need for your particular life circumstances. From here you’ll need to consider whether you should keep...
The ATO is set to release further guidance outlining the circumstances in which it is appropriate for an SMSF to establish and maintain a reserve.
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Loneliness may well be the bane of the long-distance runner's lot, but isolation can be a major challenge for SMSF trustees to manage too.
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When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super can...
When it comes to deciding between super and your home loan there’s a lot to consider. If you’re paying off your home loan but you also understand the value in building up your super, you may find yourself trying to balance your present needs with those...
What are the hardest aspects of running your self-managed super fund (SMSF)? There are certainly more and more tasks and professional help my be needed to manage them properly.
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Getting your annual super statement is a great trigger to do a quick review of your super. Here we explain what to check and what to do if you think there is an error. What to check on your super statement Check your super beneficiaries Problems...
Moves by the Japanese government to recognise the bitcoin as an investment-grade asset, and high turnover in bitcoin trading in China, have turned investors’ attentions towards the crypto- currency as an investable asset within their longer term portfolios. The rapid appreciation in the price of...
Share markets will always go up and down and investors can often benefit from this volatility. But volatility brings with it risks that are important to understand and, as much as possible, control. We present a five-step process to help ensure your funds can withstand serious...
A landmark stage in the life of a self-managed super fund is when at least one of its members moves from the accumulation phase to retirement phase. (NB: A financial planner can help with this question if you're not sure)
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He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.