SMSF and superannuation insights

What the Budget update on housing affordability means for you

Ishara Rupasinghe, Executive Director

Buying your first home, no matter how old you are at the time, is a big achievement. Among a raft of initiatives designed to tackle housing affordability in...Read more

What you need to know about rolling back excess super to manage the new $1.6 million cap

Nerida Cole, Investment Committee Member

If you hold more than $1.6 million in super, time is almost up to make your final decision about how to restructure your accounts to comply with the pension...Read more

Boost your super and manage CGT with share transfers into your SMSF

Nerida Cole, Investment Committee Member

With changes to super making it harder to use non-concessional contributions after 30 June, many savers are looking for strategies to boost their...Read more

Three super changes that will impact defined benefit pensions from 1 July

Nerida Cole, Investment Committee Member

Although there is a lot of talk about the government’s sweeping changes to super, what has taken defined benefit fund members (including retired...Read more

Options for managing your SMSF in the event of divorce

Nerida Cole, Investment Committee Member

Outside of the family home, super is often one of the biggest assets a couple holds, however when a marriage ends it can be overwhelming knowing how to...Read more

The upside of spouse contribution splitting

Nerida Cole, Investment Committee Member

Superannuation was a key feature of this year’s Federal Budget and the breadth and complexities of the proposed changes are creating confusion for...Read more

The cost of knowledge

Nerida Cole, Investment Committee Member

Rising education costs makes private education and university expensive. The cost of educating a child rose by five-and-a-half per cent in 2015 compared to...Read more

Why cash still commands respect

Lyle Meaney, Managing Director & CEO – E&P Wealth

The importance of cash within a portfolio cannot be understated. Cash may no longer be king but it still commands a place within a well diversified...Read more

Why a corporate trustee for your SMSF makes sense

Nerida Cole, Investment Committee Member

Future planning your self managed super fund (SMSF) is a complex process. It is further complicated by the rule requiring at least two individuals (but no...Read more

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