SMSF insights

Prepare your super for proposed budget changes

Nerida Cole, Managing Director, Financial Advisory

Speculation continues that changes to current superannuation tax breaks will be a feature of the 2016 Federal Budget when it is handed down on May 3rd....Read more

Why cash still commands respect

Lyle Meaney, Managing Director, Investment Advisory

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

10 investment lessons from 2015

Nerida Cole, Managing Director, Financial Advisory

Australian interest rates continued to fall as did the price of resources amidst a weak outlook for the Australian economy, yet 2015 was not all bad news...Read more

SMSF trustees escape budget scrutiny – for now

Nerida Cole, Managing Director, Financial Advisory

Changes to superannuation may not have been a focus of this year’s budget, but trustees shouldn’t deduce from this that super is entirely off...Read more

Why a corporate trustee for your SMSF makes sense

Nerida Cole, Managing Director, Financial Advisory

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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