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A recent high profile court case has highlighted the traps that even the most apparently sophisticated of investors can fall into when managing their SMSF.

A simple failure to meet the minimum Account Based Pension requirements in a financial year can cause a fund to lose its tax exempt status and be taxed at 15% on all investment earnings.  Depending on the performance of the assets, such a simple mistake can cost tens of thousands of dollars.

That’s just one example of why we firmly believe that having your SMSF administered and updated on a monthly basis is far superior to leaving it until the end of the financial year, when it can often be too late to take advantage of opportunities or avoid costly mistakes.

Segue Financial Services

Ground Floor, Suite 2

307-313 Wattletree Road

Malvern East VIC 3145

Phone: 9509 1599

Fax:+61 (03) 9509 1577

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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