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Posted in Superannuation
SMSF: A Couple of Key Differences
Posted by G. Dean McKinnon
on 5 December 2013
A Self-Managed Super Fund (SMSF) is very similar to public super funds, but they have some key advantages for investors, which are not available in public super funds.
The Investor Selects the Investment
Public super funds pool monies from all of their members and then the fund's manager decides which investments to buy, sell or keep.
A SMSF is effectively restricted to a maximum of four members, and are usally family members (e.g. husband, wife, and children). As they are ...
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How Do You Find Lost Super?
Posted by G. Dean McKinnon
on 21 November 2013
In some cases, you can obtain details about your lost superannuation policies, and contributions made on your behalf, from the Federal Government.
The federal government, via the ATO, has set-up a website specifically to help you keep an eye on your superannuation investements, including helping you to find your lost super:
Click Here to go to the SuperSeeker Website
The SuperSeeker website will help you to:
Check what contributions have been made to your current ...
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What Are The Changes to Super Tax Deductions?
Posted by G. Dean McKinnon
on 14 November 2013
There were some changes to the taxation of superannuation contributions, as of the 1st July, 2013. Here's a quick summary of the changes to tax-deductible superannuation contributions:
Tax-Deductible Super Contributions
In their wisdom, some years ago now, the government thought it would be a great idea to change the reference term for tax-deductible super contributions from the easy-to-remember 'Tax Deductible Contributions', to the what-the 'Concessional Contribut...
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GDM Assists Client to Research Business Premises
Posted by G. Dean McKinnon
on 16 September 2013
One of my Total Service Clients is assessing commercial premises to purchase, which they will use for their own business. This will be their first commercial property, so they have requested I assist them with their research.
I have been co-ordinating with the client and several real estate agents, including obtaining detailed property research reports for various properties (free of charge, as they are a Total Service Client), to assist the client assess if the property is suitable fo...
| Posted in:Why Dean is a LegendSuperannuationMortgages and FinanceInvestment | 0 Comments |
This Week: GDM | Friday 7 June 2013
Posted by G. Dean McKinnon
on 7 June 2013
It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis.
If you are considering using me as your Financial Pl...
| Posted in:Why Dean is a LegendTaxSuperannuationRetirementSocial Security | 0 Comments |
