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Should you have a Self Managed Super Fund?

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Manage episode 419757665 series 1433535
Content provided by audio@news.com.au and The Australian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by audio@news.com.au and The Australian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

439 episodes

Artwork
iconShare
 
Manage episode 419757665 series 1433535
Content provided by audio@news.com.au and The Australian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by audio@news.com.au and The Australian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

439 episodes

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