Monthly Archives: May 2015

SMSF Basics – What is involved in Running your SMSF (Self-Managed Super Fund)

After setting up your Self-Managed Super Fund, there is quite a list of on-going tasks involved in running your SMSF, covering administration, investment strategy and implementing it, compliance, insurance and pension stage responsibilities. (a)   Administration tasks Some of the many … Continue reading

Posted in SMSF Basics - all to know, Superannuation General | Tagged , , , , | Leave a comment

CASE STUDY – Chris & Heather liked how SMSF gave the chance for control of investing their OWN super

WHERE they were at – Both Chris & Heather liked how SMSF gave them the chance for control of investing their OWN super. Having had short but successful careers in Government and hospitality, and then spent a decade in their … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , | Leave a comment

NEWS – Residential Property is not a Major Asset in SMSFs

Glenn Freeman writes at Professional Planner – “Residential property plays only a minor role in self-managed super fund (SMSF) investment portfolios, according to Graeme Colley, director of technical and professional standards, SMSF Association. Property is the third-largest asset class of … Continue reading

Posted in Retirement Planning, SMSF Info, SMSF Investing, Superannuation General | Tagged , , , , , | Leave a comment