SMSF

Australians' passion for property investment is well-documented, and it is no surprise that many SMSF trustees want to bring that passion into their retirement savings strategy. With approximately $1.06 trillion held across around 663,867 SMSFs, property — particularly commercial property and, increasingly, residential investment …

Australia's superannuation system offers some of the most generous tax concessions available to individuals -- but those concessions come with strict rules and significant complexity. For anyone considering a self-managedsuper fund(SMSF), understanding the SMSF tax rules before the first dollar is invested is not …

An SMSF can be a genuinely powerful vehicle for retirement savings — but it comes with SMSF risks that many Australians significantly underestimate when they first consider setting one up. From compliance penalties that apply personally to trustees, to investment concentration risk, to the …

Australia'sSuperannuationsystem is one of the most generous retirement frameworks in the world, and the question of whether a self-managed super fund (SMSF) is the right vehicle for building retirementWealthis one that an increasing number of Australians are asking. With approximately 663,867 SMSFs holding over …

It is one of the most searched questions in AustralianPersonal Finance: should I set up a self-managedsuper fund, or am I better off staying with my currentSuperannuationfund? There is no universal answer. An SMSF can be a powerful tool for the right person in …

Step one is not paperwork. It is fitness. Do you have the balance, time, interest and discipline? Do you have or can you build a small professional team? Have you compared the alternatives, including direct investmentOptionsinside an existing APRA-regulated fund? If the answer to …

Reverse mortgages in Australia are regulated under the National ConsumerCreditProtection Act. Australian law requires reverse mortgages to include a no-negative-equity guarantee, meaning the borrower (or their estate) will not owe more than the sale proceeds of the home, regardless of how much interest has …