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Monthly Archives :

December 2017

SMSF Investment Strategy

There are two key documents that govern the “powers” of a Self Managed Super Fund (‘SMSF’) – they are the Trust Deed and the Investment Strategy. The Investment Strategy will document what you plan to invest in to secure your retirement as well as the asset allocation. The reason an investment strategy is required and…

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SMSF Insurance – Tele Interview

Congratulations, you have decided to take the next step into securing your future and protecting your loved ones and your financial advisor has now processed your insurance application. Once an application is submitted by your adviser the next step will be scheduling an interview with the applicant. As you should know by now, SMSF insurance…

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New Contribution Caps

There are a number of groovy strategies that are available to SMSFs. A popular strategy is contributions to SMSFs. Contributing more to your super is a great strategy to increase your retirement saving as well as shield you from paying extra tax. However, there are some changes in regards to the contribution caps taking effect…

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