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Should you have a Self Managed Super Fund?
Manage episode 419757665 series 1433535
Are SMSFs worth the trouble? How much should you have in funds to get started?
There are now more than 600,000 SMSFs in the local market: If you don't have a fund, it's time to think about it (and if you do have a fund: It might also be time to consider whether it is still the best tax structure for your situation).
In today's show we cover:
- Are Self Managed Super Funds worth the trouble?
- What is the ideal age to begin a new fund?
- The latest patterns in SMSF activity from the ATO
- Dealing with the new super tax
Julie Dolan, head of SMSF and estate planning at KPMG joins Wealth Editor James Kirby in this episode
See omnystudio.com/listener for privacy information.
439 episodes
Manage episode 419757665 series 1433535
Are SMSFs worth the trouble? How much should you have in funds to get started?
There are now more than 600,000 SMSFs in the local market: If you don't have a fund, it's time to think about it (and if you do have a fund: It might also be time to consider whether it is still the best tax structure for your situation).
In today's show we cover:
- Are Self Managed Super Funds worth the trouble?
- What is the ideal age to begin a new fund?
- The latest patterns in SMSF activity from the ATO
- Dealing with the new super tax
Julie Dolan, head of SMSF and estate planning at KPMG joins Wealth Editor James Kirby in this episode
See omnystudio.com/listener for privacy information.
439 episodes
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