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Month: June 2020

COVID-19 SMSF Negative Returns – is there a positive?

Despite well formulated investment strategies and appropriate investment advice, no trustee could have foreseen the impacts of COVID-19 on financial markets globally. Whilst history suggests that a strong recovery is likely within a relatively short period after large market corrections, it is still too early to know the impact of COVID-19 on members’ retirement plans. …

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Your SMSF End of Financial Year Considerations

The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder as they focus on how best to position their SMSF in 2020-21, as well as meet their annual regulatory obligations for 2019-20. If there is …

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5 SMSF Tax Strategies to consider prior to 30th June

Don’t leave it too late – review your Self Managed Superannuation Fund tax strategies now and seek advice before the 30th of June. The Double Dip: Your June contributions that are tax deductible this year can be allocated across two years.  This is a good strategy if you have had a good year or made …

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Planning to claim a Tax Deduction for Superannuation? Read this:

It’s always been handy to be able to top up your Superannuation each year with additional payments.  Even better that you are able to obtain access to some tax deductions.  There are a few really important things to keep in mind though: Ensure you don’t accidentally pay more than the annual allowable limit for the …

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