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Welcome back everyone. In the sixth and final part of my blog series, I want to discuss something that affects all of our financial journeys: Superannuation. Perhaps you’re concerned about your retirement savings? Or maybe uncertain about how to make the most .....
Super - 1 min read
If you have a Self-Managed Super Fund (SMSF), you will be interested to know that some new regulations have taken effect.
There are new rules that require SMSF trustees to regularly review their fund's investment strategy, consider insurance for members as part of their fund's investment strategy and to value assets at market value for reporting purposes.
For non – listed assets, market evaluations will be needed periodically.
To remain compliant, you now need to prepare some additional paperwork:
Click here for more information on valuation guidelines for SMSF's.
Questions? Call or email Justine Wilson or your Altus adviser.
Set your business on the right path with this simple guide.
Make sure you’re on the right track with this online checklist.
Connect with the author of this post and they'll get back to you.
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Super - 7 min read
Super - 5 min read
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Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).
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