Self Managed Superannuation Funds Magazine
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Self Managed Superannuation Funds Magazine
Online curation of all news on the Self Managed Superannuation Fund industry for Trustees and Professionals. Education is key to the ongoing success of this sector
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Atlas Wealth Management - Australian Expat Financial Advisers

Atlas Wealth Management - Australian Expat Financial Advisers | Self Managed Superannuation Funds Magazine | Scoop.it
With the popularity of SMSF's what are the key issues that #expats need to consider

— Products shown: Investment Portfolios For Expats
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Retirement savings: why less fear and more action will take you further

Retirement savings: why less fear and more action will take you further | Self Managed Superannuation Funds Magazine | Scoop.it
Boosted super fund returns will allay fears but advisers say more investor action is required.
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Overview of superannuation changes

Mark Gleeson, ANZ’s technical services manager, looks at key changes to superannuation starting July 1, 2017, and discusses how advisers can help thei
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'Money for nothing': why transition to retirement pensions still work

'Money for nothing': why transition to retirement pensions still work | Self Managed Superannuation Funds Magazine | Scoop.it
Despite the continuing tightening of superannuation concessions there are still some great strategies available for those who take good advice.
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Changes to Superannuation - what you need to know before 1 July 2017

Did you know, the legislation to implement the Government's superannuation reforms passed the Parliament on 23 November 2016 and will take effect from
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Reviewing your self managed superannuaton fund (SMSF) trust deed before 1 July

Reviewing your self managed superannuaton fund (SMSF) trust deed before 1 July | Self Managed Superannuation Funds Magazine | Scoop.it
With changes to Australia’s superannuation rules coming into play on 1 July 2017, self-managed super fund (SMSF) trustees would do well to review their fund’s trust deed.
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Do you have insurance through superannuation? | JOAAGO

Do you have insurance through superannuation? | JOAAGO | Self Managed Superannuation Funds Magazine | Scoop.it
source
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ATO Rules Out Cross-Insurance Arrangements within SMSF Borrowing Strategies

ATO Rules Out Cross-Insurance Arrangements within SMSF Borrowing Strategies | Self Managed Superannuation Funds Magazine | Scoop.it
The Australian Taxation Office (ATO) on the 17th  November 2014 confirmed that new regulations which came into effect on 1 July 2014 do not permit new insurance products acquired on or after 1 July 2014 to be used as part of a cross-insurance...
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Bringing superannuation into the tax reform debate - SMSF Adviser

Bringing superannuation into the tax reform debate - SMSF Adviser | Self Managed Superannuation Funds Magazine | Scoop.it
With the national tax reform debate heating up, Taxpayers Australia’s Mark Chapman speaks to Katarina Taurian about why superannuation tax concessions...
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The blurring line between real estate agents and SMSF advice - Property Observer

The blurring line between real estate agents and SMSF advice - Property Observer | Self Managed Superannuation Funds Magazine | Scoop.it
SMSF trustees have previously been warned not to take advice from real estate agents by ASIC commissioner Greg Tanzer.
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What happens if you're basing your superannuation plans on winning lotto?

What happens if you're basing your superannuation plans on winning lotto? | Self Managed Superannuation Funds Magazine | Scoop.it
Relying on a lotto win isn't exactly a good example of forward planning. Are you guilty of it?
Liam Shorte "The SMSF Coach"'s insight:

Your dreaming

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The importance of getting your SMSF asset allocation right - INTHEBLACK

The importance of getting your SMSF asset allocation right - INTHEBLACK | Self Managed Superannuation Funds Magazine | Scoop.it
Numerous studies show that is actually the mix of investments within your self-managed superannuation fund (SMSF), rather than the individual investments, that is the key to outperformance.
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Level of SMSF gearing worries ASIC

Level of SMSF gearing worries ASIC | Self Managed Superannuation Funds Magazine | Scoop.it
Level of SMSF gearing worries ASIC http://t.co/86F1lg4Wik #smsf #accounting #ausbiz
Liam Shorte "The SMSF Coach"'s insight:

Industry and Retail superannuation fund lobbying is working with Govt. And ASIC. Clearly protecting their territory from huge outflows

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Top 10 tips for SMSFs before 30 June 2017 - Cuffelinks

Top 10 tips for SMSFs before 30 June 2017 - Cuffelinks | Self Managed Superannuation Funds Magazine | Scoop.it
It is not a standard EOFY, as there are many items SMSF trustees and super members should check immediately, especially with the changes from 1 July 2017.
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SMSF Coaching – Best Performing Asset Class Annually for Last 20 Years

SMSF Coaching – Best Performing Asset Class Annually for Last 20 Years | Self Managed Superannuation Funds Magazine | Scoop.it
Do you know which asset sector performed best last year, the year before? Do you think those results will guide you for next year? Think again. I don’t think many SMSF Investors would have guessed Australian Listed Property would have been the strongest in 3 out of the last 4 years but in 2016 was…
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Navigating SMSF Total Superannuation Balances | Super Auditors

Navigating SMSF Total Superannuation Balances | Super Auditors | Self Managed Superannuation Funds Magazine | Scoop.it
The new $1.6 million total super balance will result in compliance breaches for many SMSF trustees. Here's what you need to know.
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Retirement Planning Tips for 2017 onwards

Retirement Planning Tips for 2017 onwards | Self Managed Superannuation Funds Magazine | Scoop.it
Retirement planning is vitally important and with the new rules it may be more important to start as early as possible. New limitations on contributions to super will mean you must be actively making additional contributions sooner. Then when you have been working hard to get money into the super environment, and have complied with…
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Case study transition to retirement boosting super | ASIC

Case study transition to retirement boosting super | ASIC | Self Managed Superannuation Funds Magazine | Scoop.it
IBSCDC, with well over 2700 case studies, 877 structured assignments and 1130 teaching notes, is Asia Pacific's largest repository of business management case
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How to Find Happiness in the Transition to Retirement

How to Find Happiness in the Transition to Retirement | Self Managed Superannuation Funds Magazine | Scoop.it
Are you approaching retirement age? Or have you already reached this milestone? Regardless of where you are on your life journey, there is no doubt that the transition to retirement (or semi-retirement) is powerful, challenging and full of opportunities. Today, I would like to give you a few suggestions for managing the transition to retirement. I hope you find them useful! What does retirement mean to you? What steps are you taking to manage the transition to retirement? Read More
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5 fears you shouldn't have about retirement - KVUE

5 fears you shouldn't have about retirement - KVUE | Self Managed Superannuation Funds Magazine | Scoop.it
Retirement should be like dessert—a well-deserved treat following a lifetime of hard work.
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Pay SMSF Corporate Trustee ASIC Fees 10 years in Advance – Save on Fees and Fines

Pay SMSF Corporate Trustee ASIC Fees 10 years in Advance – Save on Fees and Fines | Self Managed Superannuation Funds Magazine | Scoop.it
I have made it very clear for many years that I believe that it’s much better for a self-managed super fund to use a corporate trustee rather than individual trustees.
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RIP retirement? ... is the notion of one day enjoying your post-work twilight ... - NEWS.com.au

RIP retirement? ... is the notion of one day enjoying your post-work twilight ... - NEWS.com.au | Self Managed Superannuation Funds Magazine | Scoop.it
OPINION — I’VE been feeling a little sad lately, and I blame it all on a Canadian retirement expert.
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Are Self Managed Super Funds inflating a property bubble? -

Are Self Managed Super Funds inflating a property bubble? - | Self Managed Superannuation Funds Magazine | Scoop.it
Are Self Managed Super Funds inflating a property bubble? via Michael's Blog - By Helen Hodgson, ... http://t.co/OFUmIWRxza
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Should SMSF investors be looking towards more global opportunities? - Motley Fool Australia

Should SMSF investors be looking towards more global opportunities?
Motley Fool Australia
The survey also noted that SMSFs were not inclined to invest directly in international equities, preferring instead to invest via managed funds.
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Will financial scandals push SMSFs to go it alone? - Property Observer

Will financial scandals push SMSFs to go it alone? - Property Observer | Self Managed Superannuation Funds Magazine | Scoop.it
Susie Salmon, head of superannuation and SMSF financial services at Crowe Horwath, said SMSF trustees are generally more cautious than others with their super.
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