Monthly Archives: January 2016

Adviser or Broker?

ASX listed equities are statistically the most common asset in an SMSF and this is reflected in the hundreds of SMSF accounts I review each year. A common question I ask my clients is “do you have an adviser or a broker?”

I get mixed answers to this question.

SMSF-collectibles

Collectibles – time to act

Collectibles and changes from 1 July 2016

Does your SMSF own artwork, jewellery, coins, vintage cars, wine collections or antiques to name a few of the major items deemed collectibles?  If these items were purchased before 1 July 2011 you might not be aware that significant changes are taking effect from 1 July 2016.