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Author: sean

Life Insurance Cover Among Australian Families

In May 2005, a study conducted on behalf of the Investment and Financial Services Association (IFSA) by Rice Warner Actuaries estimated that as many as 60% of all Australians are underinsured. Today, the problem is still of major concern. The harsh reality is that in...

20 May, 2016
The 2016 Federal Budget

Hi [!ContactOrLead.FirstName], This week's technical update will cover: The 2016 Federal Budget Tuesday nights Federal Budget ended a long-running public discussion as to whether the Government was going to act to stop Australians using generous tax concessions in the Superannuation environment to generate envious tax-free income, with the...

05 May, 2016
End of Year Planning

With June 30 just around the corner, now marks the perfect time to check in on your savings to make the most of any concessions available to you. EXTRA CONTRIBUTIONS Salary Sacrifice - You can up the ante of your retirement savings by having your employer direct...

28 April, 2016
Legal Implications of Non-Residency For Your SMSF

This week's technical update will cover: Legal Implications of Non-Residency For Your SMSF Many people these days work overseas for a period of time, and others just travel for extended periods of time. This article outlines the legal implications if people in this situation are members of...

21 April, 2016
Related Party Loans

This week's technical update will cover: Related Party Loans. In the past Self-managed super fund trustees had been able to borrow at an interest rate that was less than what a bank would traditionally charge, which meant more money could be kept in the fund. On the 6th April the Australian...

14 April, 2016
Superannuation Tax Rates and Thresholds

This week's technical update will cover: Superannuation Tax Rates and Thresholds. The ATO updated key superannuation rates and thresholds on 1 March 2016: Contribution Caps: The general concessional contributions cap is $30,000 for 2016-17 (unchanged from 2015-16). Note the higher temporary concessional cap of $35,000 (not indexed) applies for those aged...

07 April, 2016
Tailored Investment Solutions Berkshire Hathaway Units Series 1 & 2 Update

This week's technical update will cover: Tailored Investment Solutions Berkshire Hathaway Units Series 1 & 2 Update. One of the benefits of being a part of The SMSF Club is the access to exclusive investment opportunities specifically designed for SMSFs. Every year, Warren Buffett releases his annual letter...

10 March, 2016
Non-Arms Length Limited Recourse Borrowing Arrangements Alert

This week's technical update will cover: Non-Arms Length Limited Recourse Borrowing Arrangements Alert. What is Non-Arms Length Income This refers to the situation where a SMSF enters into a transaction with a related party and as a result receives higher income than it would have if dealing with...

03 March, 2016
Collectables and Personal Use Assets in an SMSF

This week's technical update will cover: Collectables and personal use assets in an SMSF – Grandfathering Rules Ceasing 1 July 2016. All newly acquired investments by SMSF trustees in collectables and personal use assets since 1 July 2011 have been subject to strict rules under reg 13.18AA of...

18 February, 2016
ASX Settlement Date Changes

This week's technical update will cover: ASX Settlement Date Changes.  The Australian Securities Exchange (ASX) recently announced that come March 2016, the Exchange would be introducing a T+2 settlement cycle. This is in comparison to the current T+3 settlement cycle. What is T+2? 'T' stands for 'Transaction Date'...

02 February, 2016
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