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January 2014 - sms
http://selfmanagedsuper.com.au/2014/01
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Monthly Archives: January 2014. How to Find Lost Super. Do you think you have lost super? Chances are you have. In fact, roughly 50% of Australians have lost super. According to the Australian government, there are currently 3.4 million lost accounts equaling up to $16.8 billion. To find out if you have any unclaimed super, follow the steps below:. Have your tax file number (TFN) ready. By The Self Managed Super Team. Once ...
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Uncategorized Archives - sms
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Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Please click on the link below to view our latest newsletter:. In this newsletter we look at the following:. How to handle a mortgage rate rise. How to transform your new year ‘resolution’ into a ‘revolution. We hope you enjoy reading it! December 14th, 2015. Please click on the link below to view our latest newsletter:. Win The Investment Race by Navigating Risk. In this newsletter we examine risk and particularly:. Colin ...
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SMSF News - Selfmanagedsuper.com.au
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Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Is residential property inside super the right strategy for your SMSF? Continued from homepage…. Like any investment it is also important that trustees who want to include residential property as part of their asset mix consider matters such as the sole purpose test, liquidity, insurance, likely expenses vs anticipated income and capital growth before making an investment. Government hits Self Managed Super Funds hard.
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Is your Binding Death Benefit Nomination (BDBN) valid? - sms
http://selfmanagedsuper.com.au/2015/06/is-your-binding-death-benefit-nomination-bdbn-valid
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Is your Binding Death Benefit Nomination (BDBN) valid? Is your Binding Death Benefit Nomination (BDBN) valid? Is your Binding Death Benefit Nomination (BDBN) valid? Many SMSF members who mistakenly believe their BDBN is secure will have that complacency exposed after their death when their BDBN is rendered invalid, says Daniel Butler and William Fettes in their article on SMSFAdviser. But firstly, what is a BDBN? 8211; Expi...
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June Newsletter - sms
http://selfmanagedsuper.com.au/2015/06/june-newsletter
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Please click on the link below to view our latest newsletter:. The key topics addressed are. Planning before June 30. Changes to the automobile industry worldwide. We hope you enjoy reading it! June 25th, 2015. Share This Story, Choose Your Platform! Is your SMSF becoming a burden? Copy Selfmanagedsuper.com.au. General Advice Warning and Disclaimer. Find a Financial Planner. Find a professional who can. Little as $49 .
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July Newsletter - sms
http://selfmanagedsuper.com.au/2015/07/july-newsletter
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Please click on the link below to view our latest newsletter on the Australian Housing Market:. July 31st, 2015. Share This Story, Choose Your Platform! Is your SMSF becoming a burden? Copy Selfmanagedsuper.com.au. General Advice Warning and Disclaimer. Find a Financial Planner. Find a professional who can. Help you with all your financial. Now you can do your annual. Taxation return online for as. Little as $49 .
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July 2014 - sms
http://selfmanagedsuper.com.au/2014/07
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Monthly Archives: July 2014. Is your fund manager an index hugger? A recent report from fund manager, Mercer, has found that many of Australia’s biggest fund managers are continuing to charge extremely high fees for managing portfolios that are almost identical to the index they are trying to beat. These returns illustrate the point that in many instances the fees Australians are paying their fund managers […].
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May 2015 - sms
http://selfmanagedsuper.com.au/2015/05
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Monthly Archives: May 2015. With the Commonwealth Government recently announcing its latest budget, we spoke to Paul Oliver, National Manager of the Self Managed Super Institute Pty Ltd to find out his thoughts on the latest budget by asking the following questions:. 1 How will this budget affect or change the superannuation industry? More specifically, what should self-funded retirees pay particular attention to? According...
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July 2015 - sms
http://selfmanagedsuper.com.au/2015/07
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Monthly Archives: July 2015. Please click on the link below to view our latest newsletter on the Australian Housing Market:. July 31st, 2015. Should your children be in your SMSF? A recent article by Alexandra Cain in the Financial Review looks into the potential benefits as well as downsides to shed further light on this trend. July 24th, 2015. Is your SMSF becoming a burden? Copy Selfmanagedsuper.com.au. Little as $49 .
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SMSF Investment Strategy Example Template
http://selfmanagedsuper.com.au/model-portfolio-results
Portfolio and Tax Login. Client advice click here. Click here if you are over 60. Financial Choice Model Portfolios. Asset Allocation and performance. We have developed the following portfolios to give investors a choice of five basic portfolios that can be marched against their individual preference. These portfolios start with a sound basic asset allocation and provide active quarterly tactical overweights or underweights based on advice from our global asset consultants. Balanced Growth 30% Defensive.