Newsletter
March 2022 Newsletter
Welcome to March 2022. This month we dive into an overview of self-managed super funds (SMSF) trustee responsibility, eligibility, and structure types. As at 30 June 2021, there were over 598,000 SMSFs and over 1.115 million members of SMSFs in Australia.
While the above figures suggest an SMSF is a popular choice for some, it may not be appropriate for everyone. In terms of setting up an SMSF, there are a number of steps involved—several of which centre on trusteeship. Read the full overview below.
Kind Regards,
The team at Bellwether Financial Group
Newsletter Articles
SMSFs: Individual trustee vs. corporate trustee
At 30 June 2021, 65% of all SMSFs had a corporate trustee structure—instead of individual trustee. In this article, we discuss SMSF trustee responsibility, eligibility, and structure types.
The 2021 HILDA Survey: Retirement trends
The Household, Income and Labour Dynamics in Australia (HILDA) Survey collects information on many aspects of life. In this article, we explore retirement trends highlighted in the 2021 HILDA Survey.
Small business CGT concessions
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Jargon buster: Personal insurance edition
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ABC News: Home loans and interest rate considerations
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Vanessa Stoykov: 5 questions that could save you thousands
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