Monthly Archives: August 2012

Three new measures for SMSF trustees that are now enforce

On 7 August 2012 the ATO introduced three new measures that will affect the obligations of Self Managed Super Fund (SMSF) trustees. The ATO has stated that the new measures are designed to address potential risks and strengthen the regulatory framework in which SMSF’s operate. As a result, SMSF trustees will now be required to adhere […]

Posted in News Blog, Self-Managed Super Funds | Comments closed

SMSF related party loans: ATO says OK to a 0% interest rate

A related party loan can be a useful alternative to a regular bank loan for a self-managed super fund (SMSF) looking to invest in property (or another asset). Both loan arrangements are limited recourse in nature (that is, the lender’s recourse is limited to the asset purchased in the event of default) however, the key […]

Posted in News Blog, Self-Managed Super Funds | Comments closed

Get your questions answered during Financial Planning Week 2012

Blog - 14082012

Financial Planning Week is an annual campaign run by the Financial Planning Association of Australia (FPA) to promote financial advice in the community. As part of the campaign, the FPA will again be offering ‘Ask an Expert’; an online question and answer service to give Australians an insight into how financial planning can benefit them. […]

Posted in Financial Advice, News Blog | Comments closed

One of the main advantages of having your superannuation savings invested in a self-managed super fund (SMSF) is having access to an enormous repertoire of strategies that can be applied to maximise the value of your fund. Generally, such strategies cannot be used if your superannuation is invested in other types of super funds such […]

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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.