Moving from SMSF to retail super, what to expect?

From time to time a Self Managed Superannuation Fund (SMSF) is really not necessary. The discussion comes up as to whether to close the fund and move it back to retail super. Be warned, this is not as straightforward a process as it was moving...

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Top 9 SMSF Issues we see

As we enter 2018 let’s look at the top 9 issues we find with SMSF. Investment strategy not up to date We come across this a lot with new funds that we administer. Investment strategies need to be updated annually and need to reflect the...

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2019 Year in Review

It was a year of extremes, with shares hitting record highs and interest rates at historic lows. Yet all in all, 2019 delivered far better returns than Australian investors dared hope for at the start of the year. The total return from Australian shares (prices...

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Economic Update Video – December 2019

Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators. Economic activity remains patchy, with the RBA forecasting that Australia’s economy will stay...

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Economic Update Video – November 2019

Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators. Slowing global growth and ongoing trade tensions were major concerns in October. Global...

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