The most fundamental superannuation rule is that super is for the sole purpose of providing retirement and member death benefits - not to subsidise .....
Financial planners are familiar with alpha and beta as drivers of long-term investment portfolio returns; but now there’s a third letter to add to the lexicon – gamma – and according to Morningstar, it’s the value created that can be directly attributed to sound financial planning.
From July the ATO will be able to levy individual fines of up to A$10,200 on fund trustees who breach superannuation law.
Do you use a financial adviser for your self-managed super fund and, if so, how do you use that adviser?
Growing up with a developmentally disabled sister has given Matthew Leech a unique perspective on the value of holistic financial advice.