Author Archive | Andrew Bloore

SMSF technology

SMSF technology isn’t standing still

The development of user-focused tools enabling SMSF members to direct their investments, receive information, make decisions and intuitively reach their own goals is moving ahead quickly.

ATO to increase surveillance of SMSFs

The ATO will step up surveillance of SMSFs in 2013/14, and trustees need to ensure their fund is compliant. There are rules around the acquisition of assets, especially related party transactions.

super returns

Look at super with different eyes

Thinking differently about how to get the best out of your super means taking time to talk through the options that meet your personal needs, and making it work for you. And don’t associate ‘pension’ with ‘old age’.

Do we really need superannuation?

We will have a significant retirement funding problem for at least the next 30 years. We need super to reduce the future tax burden on those employed who will be asked to support an ageing population.

Register for our free weekly newsletter

New registrations receive free copies of our special investment ebooks.