Superannuation Fund

Estate Planning: Making sure your money goes where you want it to

Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die

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Estate Planning:  Making sure your money goes where you want it to
( Posted in: Living Estate Planning )

SMSF Critical Amounts, Changes & Dates

Reducing your tax exposure, maximising the opportunities available to you, and reducing your risk of an audit by the regulators is in your best interests. With the end of the financial year fast approaching, this update will help you do exactly that:

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SMSF Critical Amounts, Changes & Dates
( Posted in: SMSF )

Self-Managed Superannuation Fund Borrowing Gets the Government’s Green Light

It's good news! Self-Managed Superannuation Fund borrowing has been given the green light to continue by the Government despite the FSI report.

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Self-Managed Superannuation Fund Borrowing Gets the Government’s Green Light
( Posted in: SMSF )

The Power of Franking Credits in Super

How good are Franking Credits in a Super Fund? Surely Franking Credits in Pensions are NOT fully refundable?

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The Power of Franking Credits in Super
( Posted in: Lending & Finance )