Monthly Archives: October 2015

Gold Coast SMSF Workshop: Estate Planning

For many people their SMSF will make up the largest part of their wealth as they move into their later years. This means just as much effort needs to be invested when it comes to ensuring SMSF assets go to who you want them to on death as other personally owned or business assets.

SMSF Workshop: Estate Planning (Brisbane)

For many people their SMSF will make up the largest part of their wealth as they move into their later years.

This means just as much effort needs to be invested when it comes to ensuring SMSF assets go to who you want them to on death as other personally owned or business assets.

SMSF advice: We’re here to help

A recent statistic from Investment Trends caught my eye:  40 per cent of SMSF trustees who stopped using an accountant in 2014 cited lack of access to a wider range of advice services and expertise. Is this because accountants don’t have the expertise or to deliver the right SMSF advice to trustees,

SMSF sophisticated investor

Should my SMSF become a sophisticated investor?

Australia has relatively strong investor protection laws, and although they don’t always meet the public’s expectations, they typically ensure investors have access to appropriate disclosures and protection mechanisms when they invest or take financial advice. However there are certain exemptions (namely the sophisticated investor exemption) available to companies that issue investments or provide advice and SMSF trustees can unknowing be placed into a situation where they can’t access these protections.