White Paper Archives | SuperConcepts

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SMSF Investment Patterns Survey March 2018

The latest findings from the SuperConcepts SMSF Investment Patterns Survey revealed a spike in the allocation of lump sum versus pension payments in the first quarter of 2018 – a reversal of trends from previous quarters.

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SMSF Investment Patterns Survey

SMSF trustees looking to take advantage of the current rules around non-concessional caps have significantly increased benefit payments, according to the latest SuperConcepts SMSF Investment Patterns Survey.

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SMSF Investment Patterns Survey Dec 2016

The super changes that will apply from 1 July 2017 are the most significant since 2007. With trustees making the most of the current rules while they still can, average contributions have almost tripled compared to last quarter.

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White Paper: SMSF year-end checklist

An EOFY checklist of 15 items, covering contributions, tax deductions, timing, tax offsets, government subsidies, pensions, PAYG benefits, valuing assets, related party transactions and rule changes.

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