Insights : Feature

Feature

It’s your money, but not yet!

SMSF financial assistance

Accessing funds within an SMSF without a valid reason is a breach of trustee obligations and can lead to compliance action by the ATO.

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Effect of coronavirus on real estate

coronavirus real estate

The impact of the coronavirus has been felt across the real estate investment sector but the not all market segments have been hit in the same way.

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Portfolio performance comparison March 2019

Nick Shugg provides the latest SMSF tables for the period ended 28 February 2019 to assess how well client investment portfolios are performing and analyses some performance comparison considerations.

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Portfolio performance comparison December 2018

Nick Shugg provides the latest SMSF tables to assess how well client investment portfolios are performing and analyses what asset classes are currently the strongest.

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Portfolio performance comparison October 2018

Nick Shugg provides the latest SMSF tables to assess how well client investment portfolios are performing and analyses the strongest asset classes currently.

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Portfolio performance comparison September 2018

Nick Shugg provides the latest SMSF tables to assess how well client investment portfolios are performing and analyses the strongest asset classes currently. Our SMSF 60 Benchmark Portfolio is based on how the average SMSF trustee is investing, who has a risk profile of 60 per cent Growth / 40 per cent Defensive assets. Over […]

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Portfolio performance comparison July 2018

Nick Shugg lays out the July 2018 performance tables to allow a more meaningful guide to the performance of SMSF investment portfolios.

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Portfolio performance comparison June 2018

Nick Shugg provides the June 2018 performance tables to facilitate a more meaningful guide to the performance of SMSF investment portfolios.

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Portfolio performance comparison for May 2018

Nick Shugg provides the May 2018 performance tables to facilitate a more meaningful giude to the performance of SMSF investment portfolios.

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Portfolio performance comparison for April 2018

Nick Shugg provides the April 2018 performance tables to facilitate a more meaningful comparison as to how SMSF investment portfolios are performing.

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