Quarterly Update
What happens to my SMSF if I move overseas?
Taking an extended job posting overseas? If you currently have an SMSF, there’s a risk your fund’s “central management and control” (CMC) will be considered to move outside Australia. This causes the SMSF to become non-resident, resulting in hefty penalty taxes, so it’s essential to …Read More
What happens to your Super when you pass away?
When you pass away, your superannuation benefits do not automatically form part of your estate. Instead, they’re paid out by your superannuation fund’s trustee who has the discretion to decide …Read More
Is a Self Managed Super Fund (SMSF) right for me?
Thinking about setting up an SMSF (Self Managed Super Fund)? For many people, SMSFs are a great option for building retirement savings, but they may not be suitable for everyone. …Read More
What is socially responsible investing?
Socially responsible investing, or SRI, is an investment strategy that has been gaining popularity over the past 20 years. An investment is considered socially responsible owing to the nature of …Read More
Professional Portfolio Management
Why This Is The Time For Professional Portfolio Management. Ross Rickard, CFP®, FCPA, CTA Chief Executive Officer Whether it’s preparing for a comfortable retirement, establishing a legacy for your …Read More