What SMSF trustees need to know about the new ATO penalties

Up until recently, the Australian Tax Office (ATO) had very few arrows in its quiver to ensure SMSF trustees complied with the law. Where contravention of the law occurred, the ATO could do little...

Recognising what your SMSF administrator leaves out is as important as knowing what you get

Whether you're one of the 2,500 investors starting a new SMSF this month or already belong to the one million-plus existing members, chances are you’re aware of the sheer number of professionals –...

Insurance for Superannuation and SMSFs

Insurance is an important consideration particularly within the superannuation environment. There are several different types of insurance policies that you can purchase via your superannuation, i...

Are you a share trader or a share investor?

Disclaimer:  The details in this article do not constitute tax advice. Please consult with your accountant or registered tax agent to obtain tax advice relevant to your particular situation. In ve...

Traits of successful SMSF trustees

Given the complexity of superannuation, I can understand if people feel that it might just be too much to manage. I’ve specialised in this industry for close to a decade and even I admit that ther...

Starting a SMSF: The most common questions

Individuals often ask me the same questions when looking into starting their own self-managed superannuation fund (SMSF). Below is my list of the most common questions for SMSF beginners, and answ...

[Video] Should you use an individual or corporate trustee in your SMSF?

The trustee of an SMSF is the entity/entities that are in charge of the day-to-day maintenance and management of the fund. All SMSFs are required to have a trustee. In most other funds, like retai...

Self employed or contracting? These four tips will help you get more from your superannuation

While everyone needs to be thinking about their superannuation, if you are self-employed or work as a contractor you need to be thinking about it even more. That's because in most cases you are re...

What happens to my superannuation when I die?

I often receive enquiries about death benefits and superannuation so I thought I’d address it in an article for everyone to refer to. Just a forewarning though – the death benefit rules can be qui...

Superannuation and the 2015 Budget: Why no news is good news

The second Budget for the Abbott government was handed down on Tuesday night. Many have acknowledged it to be a ‘self-preserving’ budget for this government, which was much more subdued compared t...

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