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Ivan Filipovic

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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Bitcoins and SMSF

There is a new buzzword going around – its “BITCOIN”! We have heard about it for years but really didn’t know enough about it. Well, Bitcoin now has peoples attention. The rising value of bitcoin has been a topic of discussion for years – however now, more than ever it is bring used as a…

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Reserving Strategy – Double Your Contributions and Save Tax?

Contributions reserves have become more commonplace in recent years as SMSF members have become more aware of the tax benefits of the strategy. Let’s learn how to implement this awesome strategy pre 30 June as time is running out to take advantage of this awesome strategy. Contribution reserves are “suspense” accounts which can be used…

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Salary Sacrificing for a better tomorrow

There are a number of strategies available to SMSFs to benefit your retirement and importantly save tax. An important strategy we need to consider is salary sacrifice. Saving for a better tomorrow is the mentality of running a Super Fund. That is, we all want to live carefree and as prosperous as we can when…

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30 June 2017 Year End SMSF Strategy Checklist

The financial year coming to a close another year in your SMSF journey. With each year, it gets more interesting, with the property market continuing to boom, and the government announcing a raft of changes to shake up the superannuation sector. These changes are going to take effect from 1 July 2017. SMSF Trustees need…

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2017 Federal Budget and the impact on Superannuation

Last night, Treasurer Scott Morrison delivered the 2017 Budget and this time Superannuation was not the headline. Instead the focus was on housing affordability measures and taxing the big banks. After the significant level of changes to the superannuation regime in 2016, it was to be expected that there would little more in the way…

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Massive changes for stamp duty in Victoria

There are a number of trends and “news” impacting the future of the property market in Victoria including a focus on interest only loans, banks taking the “mickey” by increasing interest rates independent of the Reserve Bank, affordability of property with the median price of property in Victoria in excess of $800,000 and proposed changes…

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When can I access my super?

You have worked your bottom off for your adult life, hopefully built an awesome retirement nest egg and now wandering if its time to retire an drawdown on your Super. Unfortunately, the government has mandated when you can access your Super. Soits not as simple as just withdrawing from your SMSF, you must meet the…

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