Self-Managed Super Fund Advice
As the name suggests, a self-managed super fund (SMSF) is one that the members manage for their own benefit.
SMSF’s are a rapidly growing segment of the superannuation segment of Australia. SMSF’s allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
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Relevant Articles...
Account-Based Income Streams
Super is not supposed to be locked up forever. Super is intended to be withdrawn and used to finance your retirement. In this article, we take a closer look at withdrawing your super slowly over time, using an income stream.
Psst. I love you. Wanna Share our Super…
Most couples prefer not to think about ‘splitting.’ But, as the financial year ends, there is one form of splitting that happy couples can safely think about.
Winter means the end of the financial year!
Next week marks the start of winter and also the last month of what has surely been the most bizarre financial year in history. June 30 is a deadline for a whole range of things, so in this article we want to remind you of some of them. As the weather has gotten colder, why not make yourself a nice warm drink and read on.
Account-Based Pensions – Save the Other Half for Later?
In recent weeks we have discussed various Commonwealth responses to the Coronavirus. One response that has received relatively little ‘airtime’ is the announcement that people drawing account-based pensions from their super fund can reduce the amount they must withdraw in this and the coming financial year.