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Re-structured MLPs since 1 July 2017 continue to cause uncertainty for industry as we wait for detail on the Government’s MYEFO announcement to allow retirees to partially commute these pensions […]
First published in The Australian on 13 September 2021 Written by Anthony Keane, Personal Finance Writer Nobody wants to pay a $150,000-plus tax bill if they can avoid it. But […]
First published in the Financial Review on 8 September 2021 Recent ATO changes mean big tax penalties when you provide services to your DIY fund but don’t charge in full. […]
Content provided by Hostplus Defensive assets, such as cash and bonds, produce lower returns over time than growth investments like equities. But defensive investments are useful for mitigating risk and […]
First published in the Financial Review on 15 July 2021 Large families may benefit from new rules allowing up to six members of a self-managed super fund, but broadening access […]
First published in the Financial Review on 16 June 2021 How overseas trustees of DIY super funds will benefit from the government decision to allow them to continue managing their […]
First published in the Brisbane Times on 08 June 2021 As the end of the financial year approaches, it is a good time for trustees to do an annual check-up […]
First published in the Financial Review on 31 May 2021 Self-managed super is attracting the interest of those segments of society that have traditionally done poorly for want of control […]
First published in the Financial Review on 31 May 2021 Today’s investors have access to markets and trading opportunities which in the past were the exclusive domain of stockbrokers, bankers, […]
This year’s Federal Budget provided some good news for SMSF investors and self-funded retirees. While more detail about the changes to legacy pensions and the removal of the work test […]