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- The Bottom Line Podcast 17
Case Study: Guiding a Couple Through SMSF Property Investment and Diversification
A couple in their late 40s approached Alexander Spencer with the goal of gaining more control over their investments and exploring property acquisition through a Self-Managed Super Fund (SMSF). The wife runs a successful beauty business, while the husband is less involved in the business but is highly interested in investing in shares and cryptocurrency.
How Does an SMSF Work? A Guide to Managing Your Super
A Self-Managed Superannuation Fund (SMSF) is a private super fund that provides individuals with complete control over their retirement savings. Unlike traditional super funds, SMSFs allow members—who typically also serve as trustees—to make personalised investment decisions. This flexibility is appealing to many Australians, though it comes with increased responsibility and compliance requirements.
What' changing for Self-Managed Super Funds (SMSF) in FY 2024?
With the new financial year upon us, it is important to consider what is changing for Self-Managed Super Funds (SMSF) starting 1 July 2023. A summary of the key changes for Self-Managed Super Funds is outlined below, so you can plan for the year ahead…
Superannuation Guarantee
Are you ready for wage changes post 30th June? This year’s Federal Budget confirmed that superannuation on wages paid from 1st July 2021 will increase from 9.5% to 10%. There will be further increases each year by 0.5% until 1st July 2025 when the rate …
Our Resources
A library of downloadable documents and checklists.
CHECKLIST2025 Private Client Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST2025 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGYPrice Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGYPrice Increase
If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.
CHECKLIST2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST2025 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.