Geelong Financial Advisors Guide to SMSF ETFs Growth & Trends

Geelong Financial Advisors Guide to SMSF ETFs Growth & Trends

Many self-managed super fund (SMSF) trustees now use exchange-traded funds (ETFs) to grow their portfolios. A large number of these trustees work with Geelong financial advisors at LBW to help guide their ETF choices and structure their funds.  Recent data shows...
Home is where the super is for many Australians 

Home is where the super is for many Australians 

Many Australians own a home. However, selling that home can also help boost your superannuation balance. As a result, many retirees use the downsizer measure to add to their super, which can provide tax benefits and long-term financial security.   How the downsizer...
Transition to Retirement Pensions Window Ceasing

Transition to Retirement Pensions Window Ceasing

For all those clients who had a strategy of contributing to superannuation the maximum amount allowed and then take a pension out of their super fund, the window of the benefits of this strategy is about to cease from 1 July 2017. From 1 July 2017 the Government has...
Transition to Retirement Pensions Window Ceasing

Super Changes to Become Law

Following from last month’s newsletter article we have obtained further information in relation to aspects of the superannuation changes that will come into effect from 1 July 2017. These clarification points relate to the government’s legislated CGT transition relief...