http://www.smsfstrategies.comSmsfstrategies RSS document generated using XMLTextWriterhttp://smsfstrategies.com/Guest/Article.aspx?resId=4719afcb-31f7-4d7e-b89b-835cfdfc24ad SMSF Strategies Pension Kit - now only $1,495 Would you like to create account based pensions, complete pension roll backs, commutations, asset segregation and advanced defined benefit pension s...Tue, 14 Jul 2009 15:46:58 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=21838363-91c1-49b4-90f9-4cb9a3e8c172The Commissioner has released his latest SMSF Trustee Guide - see download below.  It is a comprehensive must read document for all SMSF advisers, auditors and also their SMSF trustee clients.  Some o...Tue, 07 Apr 2009 06:35:54 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=48234d4a-9ae2-411d-8e8d-702d42fc8d5aRollovers to SMSFs to become easier and more secure Rollovers from APRA-regulated super funds to self-managed super funds (SMSFs) have become easier and more secure with the introduction of the SMS...Wed, 23 Mar 2011 12:41:52 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=e6cced41-5215-4a6d-a127-896a9c043413 Retirement income is important to the wellbeing of Australia’s aging population. Unfortunately, the unfolding global recession is cascading through the superannuation sector.   At the headline l...Mon, 16 Mar 2009 10:48:01 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=171f34db-cf3e-42d3-987f-ff618f1d14ad Grant Abbott has trained thousands of accountants and financial planners to become SMSF specialists over the past ten years. In addition he has taken many SMSF trustees to the high status of SMSF ex...Wed, 06 Apr 2011 13:32:02 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=af030188-28bc-40cb-8c54-233e3c027456Grant Abbott appeared on Sky News as Chairman of ASMA. To belong to ASMA under a SMSF Strategies membership go to www.smsfmembers.com - enter your details and put SMSF Strategies as your sponsor - a n...Tue, 25 Oct 2011 14:24:34 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=65901f42-6ca6-436a-8005-23e16b9997bb The review of the super borrowing rules could create problems for some SMSF arrangements. The use of borrowings to acquire assets with a long time between contract and settlement for self-manage...Wed, 13 Apr 2011 15:30:01 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=a9b02827-a028-4289-9ed4-e725055c90c6 SMSF Strategies has released details of its two day SMSF Limited Recourse Lending course - to be held in February 2011 in Sydney, Brisbane, Melbourne and Perth. With more than 100,000 SMSFs consider...Mon, 13 Dec 2010 13:31:08 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=30571a21-e7c2-49c5-b532-f622f9e518d2 The SMSF Strategies Pension Kit allows a firm to create simple and complex pensions in a matter of minutes. The Kit, developed for the Simpler Super laws provides consistency of documentation with e...Tue, 17 May 2011 19:43:09 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=abe59c11-65b0-40ee-b18a-99582575e1f1 Grant has been working extensively on the SMSF Borrowing practice manual and notes -theycover cases, legislation, case studies, stamp duty, tips for estate planning, insurances and the list goes on...Tue, 25 Jan 2011 12:51:21 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=5ae29385-b575-4c3d-bb24-d5d788099217 Tagged under: superannuation, smsf, self managed superannuation, capital gains tax, money, finance, budget There was great concern that the Government, facing the largest Budget deficit in history,...Mon, 23 Aug 2010 17:36:26 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=8081a4e7-88d6-477d-99a3-2bd3b2a561ef A new organisation with the goal of representing the interests of all SMSF members has been established. The Australian Self Managed Super Fund Members' Association (ASMA) was officially set up ear...Mon, 15 Aug 2011 14:29:27 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=f10fdd4d-bca8-42bb-84c3-322a58515f38Where a Trustee of a fund or for those doing the smart thing - the director of a corporate Trustee of the fund loses their mental capacity - the other Trustees or directors must retire them from their...Mon, 15 Aug 2011 14:17:08 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=5bf33748-7a01-4d7d-b4e7-dfe8ca4de5c1 The Commissioner of Taxation has stated in his Guide to SMSF Trustees that as a trustee, you need to make sure the trust deed is regularly reviewed and updated so it complies with the super laws (in...Thu, 10 Mar 2011 15:58:22 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=c495bcb9-e9c8-4eac-8a3b-34b651431ce0In this webinar released the morning after the 10 May 2011 Budget - Grant Abbott gives his rundown on the superannuation and SMSF side of the Budget. Imposingly the $500,000 threshold - Grant Discusse...Thu, 12 May 2011 15:54:36 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=834d9562-f636-42dc-aa32-834c93306a68 If you are a self-managed super fund (SMSF) trustee and are thinking of carrying on a business in an SMSF, there are regulatory provisions you need to consider. The question of whether an SMSF c...Fri, 10 Sep 2010 15:20:02 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=311c8cb3-a7b1-4124-ba97-a45986ac0591 Housing prices set to soar By Nick Gardner From: The Sunday Telegraph September 06, 2009 12:00AM AUSTRALIA could be heading for another rampant house-price boom, fuelled by cashed-up superannuation ...Sun, 06 Sep 2009 13:18:47 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=475c50d5-a581-4af2-9c48-01c11c4a4657In the following article - David Uren, Economics Editor from the Australian discusses the impact of the Baby Boomers increasing their saving at the expense of spending and how it has impacted the Aust...Mon, 04 Apr 2011 12:59:03 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=3bb20a60-ecdc-4573-bbe4-e2ce823521d3 The Commissioner has ruled that binding death benefit nominations do not apply to SMSFs. He has also stated that a normal Will cannot deal with a superannuation member's benefits. This means that th...Mon, 15 Aug 2011 14:37:43 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=5a95446c-df69-42b4-9cff-467e5d2cc327The SMSF Strategies Investment Strategy Kit - Low Discounted Price The SMSF Strategies Investment Strategy Kit enables advisers of a SMSF to easily and efficiently create strong, comprehensive and ce...Mon, 15 Aug 2011 14:37:07 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=5f0f3e91-1e12-42e5-a162-a8be1997e7d9 THEY say timing is everything, but deciding whether now would be a good time to set up a self-managed superannuation fund depends on how you look at it. On the one hand, the average prices of sh...Tue, 16 Jun 2009 09:54:25 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=6d8bafde-8c60-4f0b-afb0-9183c3934329The government has decreed that the accountants exemption in relation to the provision of SMSF advice is soon to go. This will bring all SMSF practitioners - including accountants and financial planne...Mon, 02 Aug 2010 16:45:39 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=166fa6e3-022c-4035-b530-c6f65a4d02f3 The Commissioner of Taxation has stated in his March 2009 Guide to SMSF Trustees that as a trustee, you need to make sure the trust deed is regularly reviewed and updated so it complies with the sup...Mon, 23 Aug 2010 17:25:23 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=492b426a-1791-462d-83c4-63c9faaf4670SMSF Estate Planning - whether using binding non-lapsing death benefit nominations, SMSF Wills or auto-reversionary pensions, is a must for every SMSF - no matter how big or small. Following on from t...Wed, 21 Apr 2010 14:32:38 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=a90cffa7-ba2e-43fb-a595-5cd85a1d0e43 The Commissioner has released a draft ruling on Property improvements and repairs where the fund has a limited recourse borrowing arrangement in place. In this short webinar, Grant Abbott provides a...Tue, 27 Sep 2011 18:25:57 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=deb0c31b-1b2f-4763-a05e-956685f23d01 Question I have two separate SMSF clients interested in the SMSF limited recourse borrowings strategy using a family trust as the related financier to the SMSF. The objective is to loan or gift cas...Tue, 16 Jun 2009 09:54:31 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=47a1e49b-397a-4be6-a248-e154fa71b6dcThe following release from the Minister for Superannuation - Nick Sherry along with major superannuation industry players details a sweeping review of the entire superannuation system - which will no ...Tue, 28 Apr 2009 17:00:37 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=c39ae0fb-ba5b-46b0-8991-add0487b79a9 Not all SMSF Corporate Trustees are the same - why the SMSF Strategies special purpose Corporate Trustee is a cut above the rest Once a decision is made to use a corporate trustee the next step i...Tue, 16 Jun 2009 09:57:52 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=4ca6e01f-76a9-4d97-a8e0-47b2d60b16a5 There are a number of important advantages for a SMSF trustee that successfully carries out a borrowing arrangement to acquire shares, managed funds, residential property or commercial property: 1...Mon, 23 Aug 2010 17:44:42 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=6fafb15c-a019-4223-8aaa-7c772d4d6d88Family Super Funds are simply self managed super funds with a strong multi-generational family bent. Not for all but for those families seeking to pass on wealth tax efectively, be looked after in the...Fri, 18 Nov 2011 07:45:13 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=59021b60-563e-477a-995e-424325027ca4On 21st April 2009, Grant Abbott delivers his last SMSF specialist advisor training for 2009.  Amreeta Abbott, Principal of SMSF Strategies says "that to take Grant away from important projects such a...Tue, 31 Mar 2009 13:46:27 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=814e5649-ac6e-4020-93a0-748251080bcd Grant Abbott has trained thousands of accountants and financial planners to become SMSF specialists opver the past ten years. In addition he has taken many SMSF trustees to the high status of SMSF e...Wed, 06 Apr 2011 07:57:37 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=ee422f12-f674-4c02-9401-1d6f9d113214 There have been many changes since our last upgrade and the latest SMSF Strategies PDS, Trust Deed and Explanatory Memorandum are available for download here for annual upgrade users and for those s...Tue, 17 Feb 2009 08:48:10 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=459dc73b-32bc-4cac-96db-049436a0b90eWe use Open Xml document format that was introduced with Microsoft Office Word 2007. Specifications of this format are open and its behavior is much more predictable. This is the reason we use it. I...Tue, 16 Jun 2009 09:57:57 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=9ae6e322-a69d-4d44-8013-dbbda9dab330Overhaul of Financial Advice The Rudd Government is today announcing reforms to financial advice that will improve the trust and confidence of Australian retail investors in the financial planning se...Tue, 27 Apr 2010 08:17:39 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=f1db4058-e682-4fbc-9ae3-9aa65134f5b6The Assistant Treasurer has decided to bail out large or APRA regulated superannuation funds that invested in Trio Capital - a fraudulent investment foisted on the Australian superannuation public som...Wed, 13 Apr 2011 14:54:58 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=6b7cc191-9c31-461e-b912-6a7148725103 Grant has finalised the notes and presentation for the July 2010 IFA SMSF Strategy Day and it promises to be his most detailed, strategic and important SMSF event ever. Grant will be bringing his we...Sat, 31 Jul 2010 21:10:59 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=2a9d650c-4128-41ec-98f2-a148e059504c The review of the super borrowing rules could create problems for some SMSF arrangements. The use of borrowings to acquire assets with a long time between contract and settlement for self-manage...Wed, 13 Apr 2011 15:35:59 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=5962f455-aefe-43aa-94b3-b9ee60b60adaThe global financial crisis has taken a toll on all investors.  Superannuation, even with its guaranteed 9% on-going super guarantee contributions and amazing tax breaks for members post-age 60, has s...Fri, 25 Sep 2009 16:07:23 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=fad0af9b-7ddb-4c33-a3a5-4ea61a6f3047 Self Managed Superannuation Funds - SMSFs have become the largest sector of the Australian superannuation industry. The opportunity for individuals to control their investment, retirement and estate...Mon, 23 Aug 2010 17:24:05 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=ce890a6c-fe06-44ca-bd76-9fcd13ee18f2SMSFs have grown from a small base to now being the major player in the $1 trillion superannuation industry. Grant Abbott, Australia's SMSF leading author, presenter and trainer highlights in this 20 ...Wed, 19 May 2010 09:29:20 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=546435b0-5796-4983-88dc-5782fbce4eb3 Grant has been working extensively on the SMSF Borrowing practice manual and notes -theycover cases, legislation, case studies, stamp duty, tips for estate planning, insurances and the list goes on...Tue, 25 Jan 2011 11:58:36 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=a7352447-9cdb-4034-93f8-5deae49895dfWhat is the difference between an ordinary pension and a reversionary pension? Why is a reversionary pension a must with every pension provided by a SMSF trustee? Listen to this advanced strategy vide...Mon, 02 Aug 2010 16:55:58 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=1e16955b-fc44-42a0-9f7d-433560220cc6With the average SMSF now almost $1M in size, what happens on the death of a major member of the fund is one of the critical opportunities and failings for all SMSFs. Recent cases have highlighted the...Tue, 16 Jun 2009 09:54:37 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=8918d32e-0847-4b3d-a9ab-a50cf6de17ffGrant has been working extensively on the SMSF Borrowing practice manual and notes -theycover cases, legislation, case studies, stamp duty, tips for estate planning, insurances and the list goes on. I...Tue, 25 Jan 2011 11:59:20 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=cd52bf11-0d69-462c-9384-c29bfd922652...Thu, 17 Nov 2011 16:30:29 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=86ffd7d3-4ba3-4544-b714-c772bbcd00a9It is that time of the year again when we sit back and reflect on things past and look forward to 2012. By all accounts it is shaping up to be a year of change - for one and all. Investment markets wi...Thu, 15 Dec 2011 17:00:35 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=30d27206-e48f-4482-aba6-e708a1597ca2Self managed superannuation funds (SMSFs) have been using reserves since 1994 when these small family style superannuation funds were first introduced into Australia. Their use was limited to a contri...Mon, 23 Aug 2010 17:41:09 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=4c544da0-5df0-479a-b05c-c45943f3ee41 IFA Advanced SMSF strategies Roadshow Grant has finalised the notes and presentation for the Road show and it promises to be his most detailed, strategic and important SMSF event. This one day eve...Fri, 19 Jun 2009 06:48:46 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=4cac5692-2fd9-4e92-9ca9-3e9bb04dee17 The Minister for Superannuation has released the expected 50% minimum pension payment changes for accounts based pensions, allocated pensions and market linked pensions - see below. Importantly thes...Mon, 23 Aug 2010 17:42:11 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=69bceae5-094e-4681-a326-9e384aef266b With theincreasing volatilityof equity markets - particularly blue chip stocks a large number of investors and SMSF trustees are carefully looking over the property market. With rental yields at all...Thu, 20 Oct 2011 15:01:41 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=86c1b123-1394-4a8e-a876-0e06794d2ed5SMSF Trust Deeds There have been a number of important changes to SMSF trust deeds recently including: 1. Trust deed ordering - both new and upgrades can be ordered directly from the website - www.s...Tue, 28 Apr 2009 16:30:08 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=728a218b-a377-42fe-b813-cf9f34206397By Darin Tyson-Chan Wed 31 Aug 2011 Strategy needs to be the starting point for platform and product providers to effectively service SMSFs. Platform providers need to frame their offerings for...Wed, 31 Aug 2011 10:13:31 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=0bdd20e5-384f-4ae6-86de-8f7c1924062d Question I just spoke to a client who we have completed their 2008 Super Fund Tax Return. The fund has a husband and wife as the 2 Individual Member/Trustees. Both members have an Accumulation and...Thu, 23 Sep 2010 09:53:23 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=e786a988-2f52-4a86-9129-1267d47e1c7c The Australian Prudential Regulation Authority (APRA) today released its December 2008 Quarterly Superannuation Performance publication, which shows total assets fell over the quarter by $87.2 billio...Mon, 23 Aug 2010 17:19:38 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=0e60189d-49bd-4500-8518-c542260451c8For SMSF trustees and advisers wanting to keep in time with what Grant is strategising on keep up with Twitter. Twitter enables Grant to update advisers and trustees on what he is researching, develop...Mon, 23 Aug 2010 17:31:17 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=529e58dc-23ba-4676-8fe5-2a3cbbd6e6c4The limited recourse lending laws introduced on 7 July 2010 have proved a big hit for property investors compared to share investors who look poorly done by. However all is not sweet as the rules have...Thu, 24 Feb 2011 18:22:50 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=654b1380-9b80-40d3-9513-beb3d82e9652 SMSF Strategies is the leader in the delivery of strategic but simple products and services to SMSF trustees and their advisers.  Although each offering has taken Grant Abbott, Australia's leading ...Mon, 27 Jul 2009 13:53:51 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=60c909b6-9616-4aa5-bd98-47d3f6b995bfThe government's finances are bleeding with the May 2009 Budget to reveal how bad things really are.  With tax revenue falling - government spending and current tax benefits and concessions will need ...Fri, 23 Apr 2010 16:46:48 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=7648055c-db87-46ae-90a6-13a0430a9068In 2011 Grant Abbott has appeared at more than 30 SMSF trustee seminars held by SMSF Strategies advisers. These knowledge based seminars are crucial to the on-going well being of a SMSF and important ...Wed, 31 Aug 2011 10:37:21 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=78112e41-ed32-4c09-a430-01974d05762a2009 is proving to be a watershed year for SMSFs. Establishment of new SMSFs are up 19% and the government has starting to push toward SMSF trustee education. In this 15 minute seminar Grant Abbott pr...Mon, 23 Aug 2010 17:32:09 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=f440c876-1950-4cd9-9271-fba6ad4e0a18 The 2011 SMSF Strategy Day is almost over - once again it goes too quickly. We have had more than 850 attendees across six venues and been very well supported in the regional and smaller cities. T...Tue, 19 Jul 2011 16:09:41 GMThttp://smsfstrategies.com/Guest/Article.aspx?resId=5a2d128e-2186-4639-8220-fb5f5d614d01This is Grants latest presentation on the Long Term Strategic Benefits of a Family Super Fund and includes a wide range of strategies and ideas for younger members of the super generation Download Lo...Wed, 06 Oct 2010 09:23:15 GMT