Read how being actively involved in how and where your super is invested, could make a real difference to your retirement savings over the long-term.
Not only has OBT’s new SMSF Administrator, Kathryn, returned to the Lockyer Valley, but she has also decided to continue with her chosen profession in superannuation admin.
Having been based in Brisbane his whole life, Bruno is welcoming a change and brings a solid reputation for putting clients first, going out of his way to understand their needs, having great industry knowledge and taking the time to make sure his advice makes sense.
Bitcoin and cryptocurrencies are not money but are capital gains tax (CGT) assets If an SMSF transacts in cryptocurrencies, SMSF trustees and members need to be aware of the tax consequences. In each case these will depend on the nature of the SMSF’s circumstances. SMSFs… Read More >>
Would you like to learn the secrets to tax planning? Click here to have a brief look at how you can reduce your tax or read on. Let’s assume that you run a business in a company and you’ve made $100,000 profit and you’re going… Read More >>
There are 5 key things all taxpayers must consider right now. Some of them are brilliant wealth creation ideas. 30 June will be here before we know it. Let us help you get the most out of the upcoming months. Too often, we end up… Read More >>
SMSFs and Australian financial services licence (AFSL) – what you need to ask your accountant Much has been made of the ‘accountants’ exemption’ throughout 2016, allowing accountants to provide advice about establishing a self-managed super fund (SMSF) which ended on 30 June 2016. From 1 July 2016,… Read More >>
When you set up an SMSF, you need to decide on the type of trustee for your fund. Your fund can either have individual trustees; or a company, as the trustee of the fund. Whichever choice you make, each SMSF member must play an active role… Read More >>
Have you nominated your children as beneficiaries to your super fund account? If so, you may have inadvertently exposed their super inheritance to future legal proceedings. Consider this scenario. Jane passes away at the age of 68 leaving a remaining super balance of $1,200,000. Her… Read More >>
Like other super funds, SMSFs are a way of saving for your retirement. Generally, the main difference between an SMSF and other types of funds is that members of an SMSF are the trustees. This means the trustees of the SMSF run it for their… Read More >>