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Personal Wealth Spring 2018

Traps to avoid when setting up an SMSF
Investment Markets
How Aussies spend their tax return
Real Estate Values continue to Fall

Traps to avoid when setting up an SMSF
The number of Australian’s setting up Self Managed Super Funds (SMSFs) continues to rise. But do financia l advisers need to save clients from themselves?

 

The number of Australians establishing SMSFs has been rising consistently since an amendment to the SIS Act in 1999 which allowed for self-managed super funds to be controlled by trustees rather than the government. APRA’s quarterly statistics from March this year showed that there were 595,840 SMSFs operating in Australia, holding $712 billion in assets

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Personal Wealth Summer 2018
Personal Wealth Winter 2018