Self-managed super

Most clients say retirement advice suits their needs

Wednesday, 15 November 2017

Data shows most consumers seeking help with retirement ask about superannuation, relatively few want help with aged care, and nearly all feel they receive personalised advice.

The pieces are in place for annual trips to see the grandkids

Wednesday, 18 October 2017
Time, discipline and guidance through the complexities of super helped one Gold Coast couple play retirement catch-up and afford trips to visit family.

Learn to avoid the SMSF capital gains trap

Wednesday, 4 October 2017
When a unit trust sells an asset for a profit, resetting the cost base of the units grants benefits only if the trust is wound up the same year the investment is sold.

It’s still the craft, not the tools

Tuesday, 3 October 2017
SMSF trustees will demand more and technology will evolve to give it to them. But, as always, only the best-prepared advisers will be able to satisfy the market.

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