Recent Commentary
3 SMSF goals addressed by a cash flow strategy
The order and timing of investment returns can impact SMSF account balances and the ability to meet future cash flows, says Melanie Dunn. So how can you address this?
Super changes and actuarial certificates – what you need to know
The super changes set to take effect from July 1 may affect how and when you apply for an actuarial certificate. Here’s what you need to know.
Superannuation reform CGT relief: 2 strategies you need to know
With new super rules incoming, SMSFs will have access to Capital Gains Tax (CGT) relief on impacted assets. Here’s what you need to know.
Assets Test changes – what you need to know
Changes to the asset tests are set to change from 1 January 2017, so what will be the impact on your retirement? Here’s what you need to know.
How annuities work
If you are considering using annuities as part of your retirement portfolio, here’s how they work.
SMSF tips and strategies for EOFY
With the end of the financial year just three weeks away, here are some strategies around to consider.