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Paying Benefits from a SMSF

13 August 2014 | ATO Information guide

ATO Paying Benefits

The Australian Tax Office produces a number of publications designed to help tax payers understand their rights and obligations when it comes to Self Managed Super Funds. Personal Super Investor has reproduced some of these guides to help people better understand the issues relating to SMSF and to give them a better appreciation of some of the responsibilites they will be taking on. These guides often change so always check the ATO website for the latest updates. This particular guide looks at the rules and regulations relating to paying retirement benefits to members.

Super funds flying

12 August 2014 |

winningIt has been a good year for super funds, mainly because of investment in shares. It suggests that low interest rates create a bias towards equities.

Minimum drawdown may be reduced

11 August 2014 |

ReducedThe minimum percentage that people pay themselves in the decumulation phase may be reduceded if the Federal government has its way.

Running a SMSF

31 July 2014 | ATO information guide

Running a SMSF ATO Guide

The Australian Tax Office produces a number of booklets to help people understand the Taxation issues of running a Self Managed Super Fund. This booklet looks at the legal issues relating to running a fund, contributions and rollovers, tax on contributions, managing investments, accessing benefits, reporting, administration policies, compliance and penalties.





What happens if your mind fails?

30 July 2014 |

MindMany DIY super trustees are approaching a dangerous age in relation to mental health. There is a need to act ahead of time.

How SMSF advisers are making money

28 July 2014 |

SMSF AdvisersThe SPAA-Macquarie survey offers a snapshot on a sizable and profitable industry.

How your Self Managed Super Fund is regulated

26 July 2014 | ATO information guide

ATO SMSF GuideAn overview on what you need to know and where you can get help setting up and running a SMSF.

Behemoths dominate the financial system -- and super

15 July 2014 |

GiantThe inquiry into Australia's banking system has stated the obvious. Oligopolies dominate our financial sector -- and that means overly expensive super. It also argues the selling of financial products should be no longer be called "advice."

Love your tax agent

09 July 2014 |

LoveAt tax time, it is important to know how important your tax agent is. There are pitfalls.

SMSFs satisfied with themselves

07 July 2014 |

HappyA survey of SMSFs has found there is a high level of satisfaction, more than is the case with retail and industry funds. It is a lesson about the advantages of self reliance in the increasingly fraught world of financial decision making.

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