Agree with Terry 100% !
Hi Guys our May newsletter is now available on our website some useful year end tips Newsletter Strategic Wealth Management
Hi Greg the proposed tax is at the fund level. Legislation will not be introduced until after the Sept election so I wouldnt be too concerned at...
Hi Greg A recontribution strategy is an effective estate planning strategy. If you were to die then the tax free components retain their status...
Hi all I have been asked to present with a couple of other professionals in May at Rockdale. It is a free seminar and will give you an...
Hi Steven just did one yesterday for a client and Macquarie asked for exactly the same thing, along with an Accountants declaration so be...
not even close. NEw smsf requires new deed, new ABN & TFN applications not to mention the cost of closing down the old fund, ytd financials,...
Not a nice ruling - see attached we are conducting further investigation but it is a major problem for many investors. I will post more info...
Hi Davewa changing a trustee of a superfund is not difficult the process to change all of the investments to thenew name is the tedious & often...
Hi Mick If you change directors & shareholders of a trustee coy - no cgt impact If you change the actual individual trustee and add another...
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