Am I too young for a self-managed super fund (SMSF)?

Some of my friends in their 30s have set up an SMSF. I don’t have a large super balance but want control. Is it worth it? If you’re under 55 and thinking about setting up a self managed super fund (SMSF) you’re not alone. SMSFs are being established by younger Australians in a shift in the age of those wanting control over their super. Before deciding if an SMSF is right for you, consider […]

SMSF Newsletter

In this SMSF focused eNewsletter we detail important information that has been published by the ATO regarding transition to retirement pensions. We also feature an article about self funded retirees, and how Federal Budget changes to eligibility requirements for the Commonwealth Senior Health Card are expected to commence from January 1 2015. NOTE – The changes are yet to be legislated. If you have any questions regarding the information in this […]

September SMSF News

In today’s connected world, it is not uncommon for people to move overseas for employment or other reasons. However, if you relocate or travel abroad for an extended period of time, this may lead to your SMSF being stung with a substantial tax bill.  To read this article in full – CLICK HERE

SMSF update from FMS Group

For many Australians, superannuation savings are their second largest asset after the family home. With such a large proportion of assets at risk, it is important to consider whether your superannuation savings are protected in the unfortunate event of bankruptcy. To read the full post CLICK HERE

SMSF Seminar – Getting the most out of your SMSF

  We will be hosting two seminars dedicated to helping you navigate through the world of SMSFs on May 27th.  Whether you already have an established fund, or are thinking of taking the plunge, you will not want to miss out. To RSVP, please email Lauren on by Wednesday May 21st.