Category: Investment Strategy

2020 End of financial year (EOFY) considerations for your SMSF

2020 End of financial year (EOFY) considerations for your SMSF

The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder…

I received an ATO letter re: SMSF investment strategy and diversification – what do I need to do?

I received an ATO letter re: SMSF investment strategy and diversification – what do I need to do?

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…

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

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

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…