End of the financial year – is your SMSF ready?

With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out of your SMSF. Contribution caps Before the end of the …

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2018-19 Federal Budget Update – SMSFs out of the spotlight as we head to an election

Click this link to download the report written by Jordan George, Head of Policy, SMSF Association.

Personal Superannuation Contributions – 10% rule repealed

With the end of the financial year fast approaching, it is time to start thinking about income tax deductions. Under the new Government changes to super, effective 1 July 2017, the 10% maximum earnings condition for personal superannuation contributions was removed for the 2017-18 and future financial years. This rule provided that an individual must …

Property and my SMSF

Directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it’s an important and significant part of a diversified portfolio. There are numerous strategies and ways for property to form part of an SMSF’s investments and each must be carefully considered. Investment strategy first! Before any investment decision, …

Important Changes to How We Communicate

We hope you had a great Christmas and New Year celebrations with family and friends. Our team is coming back to work, refreshed and excited about the year ahead. We are starting the year by rolling out some important improvements to our services. Our top priority is to deliver better customer service, all the time, …