Blog

Don’t Leave 2016 to Chance

12 January in SMSF

The end of year break is typically a time where we reflect upon the year that just past. We may reflect upon our relationships, health, occupation, accommodation, holidays and finances. Many people will reflect upon the past year and then simply hope for a better...

When can super be accessed?

19 November in Helpful Articles

With life expectancy increasing the government has made changes to increase the age at which we can access our superannuation. This measure is to help more people to accumulate greater levels of superannuation benefits to fund their retirement. ...

Super Gateway Gets a Makeover

18 November in SMSF

You may have noticed the words "Super Gateway" appears next to "Client Login" in the top right hand corner of our website.What is cool is that you can now go directly to your transaction accounts without logging in to Gateway first, so it's a bit...

Preservation Components on your Members Statements

09 November in SMSF

You may have wondered what Preservation components mean on your members statement? The main terms that you will find on your statement are, preserved benefits (PBs), restricted non-preserved benefits (RNPBs) or unrestricted non-preserved benefits (UNPBs).Since 1999, all contributions and any earnings inside of your SMSF...

UK Pension Transfers

05 November in SMSF

It is common practice for UK Citizens to roll over their UK pension plan into an Australian qualifying superannuation fund upon arrival in Australia.  These receiving Superannuation Funds were known as QROPS (Qualified Recognised Overseas Pension Schemes).  They were given this qualification by the HM...

Latest SMSF Borrowing Statistics Released

28 October in SMSF

The latest ATO statistics report on SMSFs ending June 2015 have confirmed that LRBAs (borrowing arrangements in Super) are worth approximately $15.6 Billion.  That sounds like a  large number and it is, but to put it in perspective it only represents 3% of total assets...

SMSF Lending here to stay – For Now!

21 October in SMSF

Great News for those investors seeking to incorporate lending within an SMSF to purchase investment property!After months of speculation on whether the government will ban SMSF’s from lending, the government announced that it does not agree with the FSI’s recommendation to prohibit limited recourse borrowing...