Festive season office hours
7pm AEDT Thurs 9 Jan – Protect your Legacy – FREE online Estate Planning & Wills Q&A with legal expert Grant Abbott & Cass – click here to join or enter Meeting ID 444 609 147 905 Passcode rW7ry6mp
12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX
*all times AEDT (Canberra time)
Introduction: The Imperative of Family Wealth Protection Protecting family wealth isn’t just about passing on assets—it’s about safeguarding your family’s financial security and legacy against
Did you know that SMSFs can borrow money to invest in property? They can. We’ll set out the basics of how it works below. But first,
If your SMSF has more than one member, it is important to understand how the investments work. In short, all assets are owned 100% by the
When you set up a self-managed super fund (SMSF), bare or other trust, you will be asked to sign the establishment documents in ‘wet ink’.
Wealth without Protection is Wealth Lost in a Heartbeat In today’s complex financial landscape, safeguarding family wealth requires more than just asset protection and estate
With over 616,000 SMSFs in Australia controlling upwards of $930 billion, the average fund holds more than $1.5 million. Research from CoreData reveals that most
With banks continuing to close branches and forcing customers to use online banking, SMSF auditors have noticed an increase in SMSF withdrawal errors where a
All SMSF trustees must appoint an approved auditor to audit the operations of their fund each year. This annual audit must include both a financial
Can I buy an investment property in my self-managed super fund (SMSF)? How much super do I need to have in order to get started? Can
When you set up a self-managed super fund (SMSF) you can choose one of two ‘trustee’ structures: individual or corporate. Which is ‘better’? That’s up
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