For an SMSF to remain an Australian Super Fund and retain its complying fund status (including concessional tax treatment), the fund must pass the residency requirements by satisfying 3 tests that are:1. establishment of the fund in Australia,2. the central management and control of the fund is ordinarily in Australia and3. at least 50 per […]
Author Archives: David Siostrom
I have produced a video (at right) that addresses the outlook for investment markets in 2015, along with the impact of a residency change upon a SMSF’s tax status. Investment Markets The recent Reserve Bank interest rate cut is great news for those with a mortgage. However, income investors are expected to suffer for some […]
We have produced a short video that discusses strategies to control risk in investment portfolios while still achieving a reasonable return. WATCH THE VIDEO HERE
Pleased to publish our January Client Update, which looks at: · The current uncertainty in financial markets and the implications for 2015. · The risks facing property investors. · A new approach to property investing that can reduce risk by providing diversification without borrowing. Investment Markets The major developments over the last month include the sharp drops in […]
Hi all, I look forward to providing some very helpful tips on how you can improve your SMSF performance. We do this by tackling important but often overlooked issues such as: Investment portfolio returns and avoiding capital losses. Using smart strategies to save tax and maximise current and future benefits. Complying with the complex regulations […]