Why does an SMSF need an investment strategy?
Why does an SMSF need an investment strategy? All Self Managed Superannuation Funds (SMSF) must have a valid investment strategy. An investment strategy sets out a fund’s investment objectives and how the members plan to achieve them; we call it a cookbook for your super. It describes the personal circumstances of all the fund members, including their age and risk tolerance and provides […]
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Minimum superannuation pension payments for SMSF
Minimum superannuation pension payments for SMSF You’ve worked hard all your life, and you’ve finally reached the point where you can start to draw down on your superannuation. You may have fully retired, or you could be partaking in a transition to retirement strategy. Either way, you have met the conditions of release, and you are ready to draw down. One […]
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SMSF Adviser feature – Dr. Dennis J. Maddern
SMSF Adviser feature – Dr. Dennis J. Maddern Maddern Financial Advisers Founder and Executive Chairman; Dr. Dennis J. Maddern, was recently interviewed by SMSF Adviser magazine on what he has learnt from running a business and how to become a successful leader. Simply click on the image to reveal in a large readable format.
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The top 3 issues that every pre-retiree should be aware of
The top 3 issues that every pre-retiree should be aware of For most Australians, a comfortable retirement is a long term goal that remains in the back of our minds for many years. Many of us (especially the baby boomers), watched our parents & grandparents struggle along on a Government pension and vowed never to do so ourselves. The Australian Bureau of Statistics (ABS) survey in […]
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Self Managed Superannuation Funds and Property Investment
Self Managed Superannuation Funds and Property Investment Property investing through your self managed superannuation fund (SMSF) can be a great way to create wealth for your retirement. Investing in property can be an effective way to diversify your superannuation investments, and any income from the investment property, including capital gains, may be taxed at concessional rates. This could mean a financial saving […]
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