smsf Archives - Wealth Foundations

A self managed super fund comes with responsibilities

October 8, 2013

accountants, smsf, strategic advice, superannuation

Self managed super funds to come under increased scrutiny Self managed super funds (SMSFs) are being set up at a faster rate than ever before. They’re now the fastest growing…

Borrowing to buy property within Super: Buyer Beware!

September 13, 2011

complex, concentration risk, intelligent risk, investment strategy, leverage, residential property, salary sacrifice, smsf, tax deduction

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Just because you can doesn’t mean your should Borrowing to buy property within a Self Managed Super Fund (SMSF) has been promoted by many within the advice industry as an…

Dividend imputation and super funds: debunking the myth

July 26, 2011

investment strategy, smsf, wealth foundations

A focus on imputation credits in super only adds to risk Many investment advisers and accountants who provide advice to self managed super fund clients insist on investing in shares…

Maximising Super Contributions – Beware

December 22, 2009

potential pitfalls, smart decisions, smsf, strategic advice, superannuation

The super contribution rules changed from July 2007 If you’re planning on maximising your super contributions, it pays to be vigilant when managing and implementing your strategy. There can be…

Ownership of family wealth

September 14, 2009

accountants, family trust, family wealth, inflation, private investment company, self managed super funds, smart decisions, smsf, strategic advice, tax deduction

Which structure is best? For our clients, there are predominantly four ways they hold their personal wealth. They are: Directly, either as an individual or jointly; In a private investment…

Mortgage or Super?

July 27, 2009

cash flow, intelligent risk taking, legislative risk, mortgage, salary sacrifice, smart decisions, smsf, strategic advice, superannuation, tax deduction

Are you better off reducing your mortgage or contributing to super? A lot of people ask this question. Unfortunately, as with many wealth management decisions there is no straight forward…

Why have a Self Managed Super Fund?

May 25, 2009

accountants, investment performance, investment strategy, self managed super funds, smart decisions, smsf, strategic advice, wealth advice, wealth management

Not for higher investment returns … There has been an above trend increase in the number of self managed super funds (“SMSF”) set up recently. Such spurts usually occur when…

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