Although superannuation remains one of Australia’s most tightly regulated and secure savings environments, a number of pitfalls await unsuspecting SMSF trustees. Self managed super funds (SMSFs) are designed to... read more →
From 1 July 2011, the ATO implemented new smsf regulations legislative standards on collectables and personal use assets purchased by self-managed super funds (SMSFs). The objective was to ensure that... read more →
SMSF Trends confirmed by Newcastle / Hunter firm The increase in establishing self-managed superannuation funds (SMSF) by younger people as seen by Andrew Frith, CEO of The Self-Managed Super Specialists,... read more →
One common tip around the end of year tax time is to transfer assets from outside super into a Self-Managed Super Fund (SMSF). Those who want to grow their super... read more →
It's yours, but not yet" says Andrew Frith of The Self-Managed Super Specialists in reminding people that in 2010 two individual trustees received gaol sentences for two years for promoting... read more →
Do You Know What a “Black Swan Event” Is? Living in Australia we are very used to seeing black swans, so would naturally assume it relates either to a special... read more →
Quality shares (and managed share funds) are expected to generate higher returns than most other asset classes over the long term. The return from quality shares comprises a growing income... read more →
A. Australian Share Market This article is a partial summary of an article published in Issue #536 of IFA Magazine, January 2011. "The second year after a major... read more →
Given the recent volatility in sharemarkets, you may be thinking about withdrawing your money from your fund. But before you do, it’s important to evaluate the consequences. Whether you... read more →
All investments have some form of risk associated with them i.e. they all expose you to the chance you could lose money (either notionally or permanently). This article discusses seven... read more →
Over the past decade investors have endured a number of ups and downs, with negative returns becoming common. Starting with the falls in technology stocks, economic slowdowns and then... read more →
Australia has indeed been the lucky country when it comes to natural resources, not just iron ore and coal, we also have some of the best beaches in the world... read more →
Even though interest rates have started to climb, we are still experiencing a market with historically low interest rates and given this, many clients regularly ask us if they should... read more →
FAMILY SUPERANNUATION FUND There are more than 420,000 self-managed superannuation funds (SMSF) or “DIY” super funds operating in Australia controlling over $375 billion in assets and this number of self... read more →