SMSF: Size matters when it comes to asset allocation

The ATO recently release statistics in relation to the 2014 year. We had a look at the comparison of asset allocation percentages from 2014 to 2011. As usual there were some interesting observations:Cash & Listed...
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Property Valuations

SMSF Property Valuations can be confusing. This is partly because there are no hard and fast rules. The ATO has produced guidelines but these are open to some interpretation. Factors to consider include the domain expertise of the...
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Are Transitions to Retirement Dead?

The concessional tax treatment for income from Transition to Retirement Income Streams (TRIS) will be removed from 1 July 2017. Current Rules TRIS allows members to reduce working hours and supplement this income with a regular 'income...
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