21 May 2025

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Pros and cons of Labor's home batteries scheme Welcome to Firstlinks Edition 606 with weekend update 4 ways to take advantage of the market turmoil An enlightened dividend path Tariffs are a smokescreen to Trump's real endgame

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Home / Smsf Advice

Smsf Advice

1-10 out of 10 results.

Low SMSF returns highlight value of retirement advice

Melanie Dunn
11 August 2016
6

Long periods of low returns are likely to compromise retirement goals that were set some years ago. This places greater importance on retirement advice and not assuming average returns and lifespans.

ATO video on SMSF Annual Obligations

Graham Hand
10 March 2014

ATO video on SMSF Sole Purpose Test

Graham Hand
2 March 2014

Advantages of splitting superannuation contributions

Graeme Colley
20 December 2013
1

Contribution splitting allows a super member to split up to 85% of concessional contributions received in a financial year with their spouse, and there are times when this is a good strategy.

When does an SMSF qualify as a ‘wholesale’ investor?

Andrew Bloore
19 December 2013
6

Qualifying as a 'wholesale' investor opens many investment opportunities not available to most retail investors, but the interpretation of the rules is inconsistent across the industry.

Lending policies can spoil good SMSF strategies

Alex Denham
13 December 2013
6

It's one thing to know the super and SMSF legislation and devise an appropriate strategy, but it's quite another if it can't be implemented in practice. Especially when bank lending policies are involved.

Why only four members in an SMSF?

Caveat Emptor
3 December 2013
3

My extended family has well in excess of four people in it and we currently have four separate SMSF's which quadruples the costs and time involved in managing the funds. Why is there a limit on the number of fund members?

Painful transition to FOFA will pay off in the long term

Tim Stephen, Andrei Ivanov
10 October 2013

FOFA demands higher professionalism, improves client confidence and presents opportunities for reputable advisors. The cleansing effects of the legislation are expected to outweigh the costs in the long term.

Estate planning for families with carer responsibilities

Claire Williamson
23 August 2013

Gifting an estate absolutely may not be ideal for family dependants who are unable to look after their own financial affairs. Plan ahead and check these tips if you are the carer for a family member.

Technology advances key to improving delivery of intra-fund advice

Maree Pallisco, Jeroen Buwalda
19 July 2013

Revolution in the application of technology to the delivery of financial advice, in all its different forms, is critical if the issues around quality and access are to be meaningfully addressed.

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Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Noel Whittaker
23 April 2025

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

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4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

James Gruber
16 April 2025

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Jen Nurick, Josh Veltman
23 April 2025

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

John Abernethy
14 May 2025

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

James Gruber
14 May 2025

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