When did you last review your SMSF’s investment strategy?

October 3, 2019 / by Altitude Wealth Management / Blog / 0 Comments
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern is ensuring that trustees have considered diversification and liquidity of their assets when formulating and executing their fund’s investment strategy. […]
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On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance. This may be […]
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The Coalition Wins a Third Term

The Coalition wins a third term – your superannuation policy update in preparation for the end of the financial year The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. After the […]
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Good reasons to start a Self Managed Super Fund….

October 3, 2018 / by Altitude Wealth Management / Blog / 0 Comments
Self-managed superannuation funds, or DIY funds as they are also known, have for some time now been the growth sector of the superannuation market. With more than 598,000 funds and over $712 billion in assets confirms the continuing popularity of self-managed super. So, what is it that makes self-managed funds so attractive? Below are some good […]
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Downsizing your home has never been more tax effective

August 31, 2018 / by Altitude Wealth Management / Blog / 2 Comments
On July 1, 2018, new rules will commence which will allow those over age 65 to make contributions to super when they sell their home. These new rules will allow what is known as downsizer contributions. They may enable you to get more money into the tax-effective super environment but careful planning is required to […]
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Have you considered what you will do if an unexpected event occurs?

Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving you as the sole member are you happy to continue with the […]
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Considerations when planning for retirement?

Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure you enjoy the best retirement possible. What are my retirement options? Most of us look forward to retirement. It’s a chance to explore new horizons, do all the things we never had time for when we […]
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Why I chose to seek advice from a financial planner

(Guest blog) : Mellissah Smith I’m 44 years of age and after finding myself in an unfamiliar territory this month where I was unwell for a number of weeks, my mortality came fast and furiously to the forefront. I’ve been tracking along in life quite nicely and have built a half decent lifestyle for myself. […]
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Superannuation year end planning for the 2016-2017 financial year

June 20, 2017 / by Marketing / Blog / 0 Comments
The end of the financial year always seems to crop up faster than it should.  Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been. This year it is essential that you consider maximising the existing contribution limits for superannuation […]
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SMSF – The 5 Essential Facts

February 2, 2017 / by Marketing / Blog / 0 Comments
Self-managed super funds (SMSFs) remain a popular vehicle for investors to build their retirement savings. According to the Australian Taxation Office (ATO), 99.5 per cent of all super funds are SMSFs. A total of 29 per cent of the $2 trillion in super fund assets are in SMSFs and the average SMSF balance now exceeds […]
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