Author Archives: David Siostrom

Leaving Australia and self managed super?

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 […]

Property issues for 2015

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 […]

Maximising Your SMSF Benefits

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 […]