Tag Archives: Superannuation

Basics about Super – How to succeed to invest INSIDE or OUTSIDE Super?

How can we know what will succeed, or give the better result? The question is – Do we invest invest inside or outside super? Moving investments from outside your super into a Self-Managed Super Fund (SMSF) could produce significant results … Continue reading

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NEWS – ATO proposes to include SMSFs in Real-Time reporting

As SMSF trustees who run their Self-Managed Super Fund (SMSF) we need to keep up with new developments to stay up to date and be prepared and proactive. With the moves towards integrity and accuracy in the superannuation industry in … Continue reading

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CASE STUDY – David & Kate – Help with Administration

David and Kate already had set up their Self-Managed Super Fund (SMSF). Over time though, the administration tasks and collecting documents together for the preparation of year-end accounts was not what they found easy to achieve – which is similar … Continue reading

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Basics about Super – Raise the superannuation guarantee above 9.5% for adequate retirement nest egg – research finding

Do we need to raise the superannuation guarantee above 9.5% to provide an adequate nest egg? Will we have enough to retire comfortably, based on the current super saving system, where employers put aside 9.5% of your wages into a … Continue reading

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NEWS – The $450 rule of no super to pay affects 400,000 people

If an employee earns less than $450 in a MONTH, there is no obligation to also pay any super for the employee, by the employer. But there can be people who work multiple part-time jobs and will miss out some … Continue reading

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CASE STUDY – Carmen & Bob – Build to property investment through super

Carmen and Bob wanted to invest in property, and with a trusted advisor they explored the idea of property investment through Super. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you … Continue reading

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NEWS – New Audit Information required on SMSF Tax Returns

New mandatory audit information will be required for the first time from this year. SMSFs completing their annual return will need to include mandatory auditing information, which up until now was only required in limited circumstances. Hrishikesh Joshi at Self … Continue reading

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