Intellum Blog

Indexing your personal pension cap – calculators ready?

The General Transfer Balance Cap is our new earnings exemption measuring stick for SMSFs paying pensions from 1 July 2017 and on face value it's...

Read More

Don’t forget the 90% who aren’t affected

First things first, I'm making that number up, it's probably higher!  Secondly, I'm not suggesting we shouldn't spend the next 6 months focusing on clients...

Read More

Estate planning in an SMSF – beyond 2017

According to the powers that be, superannuation is to be used to provide income in retirement and not as an estate planning vehicle.  By and...

Read More

Review your SMSFs alternate Trusteeship – regularly

All SMSF Trustees are required to regularly review their Investment Strategy.  Fair enough, but if we need to regularly review the investment strategy of a...

Read More