SMSF Blueprint

SMSF Blueprint Empowering SMSF Trustees to stay compliant with the ATO whilst having greater choice in retirement. http://www.smsfblueprint.com/ So how can you do this?

Access to a combined 50 years of specialist SMSF knowledge in a way that is relevant and easy to understand. You need to take charge of your own retirement planning and the sooner the better. How can you take action and reduce the risk of the ATO knocking on your door as well as increasing your retirement nest egg whilst maximising the strategic opportunities of your fund along the way. The answer

is KNOWLEDGE.. SMSF Blueprint gives you that knowledge. Incredible Features: SMSF Blueprint is a groundbreaking resource for SMSF Trustees

What Else? Available whenever, wherever you need it

No software to download. SMSF Blueprint is available where ever you have an internet connection. You can access it anywhere in the world on your smartphone, iPad or just at home on your PC. You’ll have the most current SMSF information at your fingertips. Don’t take it from us. Listen to what our customers say about us

The information we share in SMSF Blueprint is exactly the same advice we give everyday to our clients. Read what they have to say. Join the SMSF Blueprint community and make sure you always make the right CHOICE in your retirement planning. BUY NOW FOR FULL ACCESS

Services Included:

Self Managed Super Fund
SMSF Setup
SMSF Training
SMSF Pensions

22/07/2015

A recent research report prepared by Coredata for nabtrade and the SMSF Association showed that almost 7 in 10 or 69.1% of SMSF Trustees receiving financial advice are more confident that they will meet their income needs in retirement as compared to non-trustees. On the other hand, the report highlighted that 35.2 per cent of non-trustees were confident, up from 34.3 per cent in 2013. The report stated that ‘there is a continued move by trustees from the ‘do-it myself’ culture to a ‘help me do it’ approach’. One of the main takeout’s of this report is the importance of advice and education for SMSF trustees so as to reduce their own personal retirement gap and enjoy a strong retirement foundation.

14/07/2015

The ATO has made comment to a ‘surprising’ number of SMSF Trust Deeds that are outdated.

The Trust Deed forms part of the governing rules of your SMSF. It is critical that the deed is of quality and it kept up to date, so that you not only benefit from the myriad of strategic opportunities available to you but also reduce the risk of non-compliance.

Julie Dolan B.Bus CPA ADFP SSA

13/07/2015

Is it the end of QROPS?

Recent changes have occurred where Her Majesty’s Revenue & Customs (HMR&C) Office in the U.K. has chopped the List of Recognised Overseas Pension Schemes (QROPS) notifications for Australian funds, except for one government superannuation fund. This has resulted in immense pressure on the Australian Government to do something about this situation.

The main reason for this change is that the UK has made amendments to their laws which now allow members entitled to a pension from the fund to take the whole amount as a lump sum. Previously, there was limited access where a person could receive up to only 25% of pension entitlements as lump sums and the remainder as a pension. The change has placed a ban on anyone withdrawing amounts under age 55 with a limited exception of the payment of ill-health benefits. Our current superannuation and income tax rules do not match this which has resulted in the anomaly.

Therefore, anyone who is thinking about transferring amounts to Australia needs to seek specialist advice to see whether the transfer is possible post the new 6th April rules.


Julie Dolan B.Bus CPA ADFP SSA

09/07/2015
Access to a combined 50 years of specialist knowledge in a way that is relevant and easy to understand. Click here! h...
24/05/2015

Access to a combined 50 years of specialist knowledge in a way that is relevant and easy to understand. Click here! http://www.smsfblueprint.com/

Address

Sydney, NSW

Website

Alerts

Be the first to know and let us send you an email when SMSF Blueprint posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category