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Interesting voices – build your knowledge
We are often asked who to read/watch to keep up to date with what’s going on in the world of finance. Here are a few to get started with. James (aka Jim) Rickards — an American lawyer, investment banker, media commentator, and author on matters of finance and precious metals. He is the Editor of Strategic Intelligence a financial newsletter and the
SMSFs & Real Estate – part one
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 I buy a commercial property with my SMSF and lease it back to my own business? Can I borrow money from the bank to buy property in my SMSF? Can my family members live in
Aussies on the BBQ – worthwhile watch
If you’ve had the growing sense that all is not well with Australia, its economy and future, this keynote address at the Australian Institute of Progress Brisbane on 23rd August 2024, will show you why. It is well worth the hour+ watch. Yes watch it here. It is full of useful visuals explaining the current and future (ill)health of the Australia.
Macquarie Bank – authenticator deadline
From late November 2024, clients with a Macquarie Bank account will need to download the Macquarie Authenticator to approve payments. The Macquarie Mobile Banking app and the Macquarie Authenticator app are separate apps, and you will need to download both on your phone. How is Macquarie Authenticator safer than SMS? The authenticator includes a high level of security using multi-factor authentication.
SMSF trustee structure – which is better?
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 to you. Most of our SMSF clients choose corporate for the following reasons single member SMSFs are allowed easy to add/remove members as needed (such as with separation or death) greater borrowing capacity and/or better
Collectables – ATO rules clarified
Some of our SMSF clients invest their super in ‘collectibles’ such as artworks, antiques, artefacts, memorabilia, wine and spirits, jewellery, motor vehicles and more. Might sound enjoyable, but the ATO has strict rules around storage, usage and insurance to ensure such investments are made for genuine retirement purposes, and not to provide any present-day benefit, including enjoyment. The ATO details