by Asha Hudson | Sep 28, 2018 | Client Access
SUPER AND YOUR WILL Your will may not control the division of all your assets when you die. If you have superannuation then various people may be entitled to claim on your superannuation. It is the trustee of your superannuation fund that distributes your...
by Asha Hudson | Sep 28, 2018 | Client Access
SUPERANNUATION & RETIREMENT – A New Condition of Release From July 1 2005, superannuation schemes are allowed to release superannuation benefits to a member who has reached their preservation age (55 to 60 depending upon the person’s date of birth)...
by Asha Hudson | Sep 28, 2018 | Client Access
SMALL SUPER FUNDS – SELF MANAGED Self-managing a small superannuation fund is becoming increasingly popular, especially among small business people, self-employed and higher income earners. The main attraction is the way this wealth creation strategy gives...
by Asha Hudson | Sep 28, 2018 | Client Access
SMALL SUPER FUNDS – INVESTMENT RULES Investment Rules The Superannuation Industry (Supervision) Act 1993 (the SIS Act) contains a number of rules governing the investment activities by superannuation funds that are designed to limit the risks associated with...
by Asha Hudson | Sep 28, 2018 | Client Access
QUESTIONS AFTER YOU SET UP YOUR SUPER FUND QUESTION 1: Can a member or his associate sell, at market value, assets into his Self Managed Super Fund? My understanding is that, apart from listed shares on certain exchanges and business real estate that you own, you...
