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.

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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

Crypto Currency Investements in SMSF

Crypto Currency Investements in SMSF

There have recently been more enquiries from Trustees about the purchase of crypto currency with SMSF money. Many clients have already started their journey with this asset and others are doing their due diligence on the appropriateness of this asset for their...

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Your Business Budget

Your Business Budget

Having a detailed and accurate budget is a must if you want to build a thriving, sustainable business. But how, exactly, do you create one. Here are some key tips tpo consider: Make payment terms for clients short, but extend those with vendors as far as possible....

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SMSF – Statistics July 2021

SMSF – Statistics July 2021

Here are the topline numbers from the July 2021 Largest net establishments since 2016 of 23,125 SMSF’s added to the number of existing SMSF’s. Wind ups are down to record low numbers. Total Number of SMSF are 597,900 with 1,114,529 members Combined net value of...

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