SMSF Investment Strategy

Investment Strategy generally The development of an SMSF Investment Strategy is as important a process to the members of an SMSF as is an investment strategy to any investor. Whether in relation to superannuation or non-superannuation investing, investors use this process to consider all of the elements that influence successful investing.  In the case of the SMSF however, the significance takes on an added dimension – the legal obligation of the trustees [...]

Investing surplus cashflow

- from minimum pension drawdown... Does your minimum pension drawdown give rise to surplus cashflow? Have you thought about investing surplus cashflow arising from your pension drawdown? Investing surplus cashflow is most typically a dilemma for self-funding retirees whose pensions accounts provide pension benefits in excess of their lifestyle needs. In response, they seek advice about how best to use those funds effectively (rather than ‘wastefully’). One particular strategy for investing surplus cashflow has been a [...]

Financial Year end checklist 2013

The financial year end checklist 2013 contains tax-effective strategies that may be effective for you - depending on your personal financial and taxation circumstances. Employees, professionals, contractors or self-employed business operators (carrying on business under a structure) may benefit from them, but you should confirm any proposed course of action with your accountant, tax agent or financial planner before acting on them. As the financial year draws to a close [...]

By |2021-05-26T20:17:08+10:00June 20, 2013|General|0 Comments

Superannuation Investing

What is superannuation investing? Superannuation investing entails two elements of investment concept: firstly, it is important to recognise that superannuation is not of itself an investment, as a structure under which investments are made; secondly, superannuation investing applies all of the usual skills required for investing of any type and includes: identification of goals (and the timeframe for their achievement);assessment of the risk aversion profile of the superannuation fund member (the [...]

Self Managed Superannuation Funds

What are self managed superannuation funds? Self managed superannuation funds (SMSFs) are private superannuation funds that are managed and controlled by the members. These funds are sometimes referred to as 'DIY funds' (although very few members of such funds find that they can indeed 'do it themselves!'). There may be up to 4 members in the fund; and contributions can be made to the fund by members and/ or their employers. [...]

By |2017-07-31T15:02:07+10:00February 24, 2012|Superannuation Strategies, Wealth Management|2 Comments
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