Self Managed Super News
Self Managed Super is becoming more and more popular as investors seek to take control of their Superannuation and retirement. As advisers we love Self Manage Super Funds (SMSF) and can advise on a...
View ArticleSMSFs lending to members via unrelated trusts: ATO Taxpayer Alert
The Tax Office has released Taxpayer Alert TA 2010/5 warning about arrangements whereby a self-managed superannuation fund (SMSF) invests money in an unrelated trust that then on-lends the funds to...
View ArticleNew system for verifying rollovers to SMSFs
APRA has written to trustees of APRA regulated superannuation funds to provide an update on its guidance for verifying the validity of requests for a transfer or rollover to a self-managed...
View ArticleLife Insurance and Superannuation
An increasing number of Australians now obtain their primary life insurance cover from their superannuation fund. However, members can forego cover by exercising their right of Member Choice,...
View ArticleSelf Manage Super?
Self Manage Super? To manage or not to manage? With the GFC still hot in our minds and investment markets going sideways more and more clients are unhappy with the perfomance of their superannuation...
View Article
