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Review your superannuation strategy.

Approximately 84% of Australians are retiring on $21,000 or less per year. The Association of Superannuation Funds of Australia (ASFA) states that for a comfortable retirement an Individual requires $42,604 per annum and a couple $58,364 per annum. The ASFA defines...

SMSF and investing in property

Establishing a SMSF to purchase an investment property has become a very popular strategy. However, some of the finer details associated with the acquisition requires more time and analysis. In our opinion the properties most suited to a SMSF are properties with low...

Consider a family trust as an investment vehicle

Many taxpayers and investors consider self managed superannuation funds as an investment vehicle of choice but few consider the merits of a discretionary trust or a family trust. What is a Discretionary Trust? A trust is essentially a structure where the “trustee”...

Increase in the number of SMSF trustee disqualifications

By way of background individuals seeking to provide for their retirement by utilizing a Self Managed Superannuation Fund need to follow the strict rules and regulations of the Superannuation Industry (Supervision) Act 1993 (SIS Act). It would appear from the latest...
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