New Trustee Newsletter for SMSF – Out Now

Written by Supervision Group

Supervision Group has a highly experienced team of professionals with one goal, to improve how you interact with your Business, Super, Personal Finances and Investments to grow your wealth. We know what it takes to grow and thrive in today’s fast-paced economy.

28 September 2021

Our latest version of The Trustee has been published and is now available for Download.

Inside this edition we feature:
1) How to use the My Portfolio – “Performance” tab to see your percentage rate
of return and more detailed information like the dividend and interest income plus
franking credits and realised and unrealised capital growth.
2) An article on knowing how much an investment will pay out
as a dividend, distribution, or interest as a
percentage of its market value which is extremely
useful.
3) SMSF Statistics From July 2021
4) A rundown on the form Investment Strategy Confirmation
5) Changes to Super Rules

and a lot more.

To access your copy CLICK HERE

Blogs & Resources

SMSF & Retirement: Spending Strategy

SMSF & Retirement: Spending Strategy

Research has shown that most Australians pass away with 90% of the assets that they started with when they commenced retirement.  This is a staggering figure which can be explained by the increasing valuation of most assets and the inability of people to consciously...

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