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SMSF Investing In Unit Trusts - Charter Partners In Brisbane

SMSF Unit Trust Investments

A brief overview of the ways an SMSF may utilise the popular investment vehicle the unit trust to invest and hold the assets of the fund. Here is the Charter Partners take on a recent article by Dan Butler (DBA Lawyers) recently published in Self Managed Super Magazine (full article see https://smsmagazine.com.au/news/2019/08/05/smsf-investments-via-unit-trusts/ ).   Unit Trust – Introduction Unit Trusts are an investment vehicle that allows for multiple investors to share ownership of a specific investment or portfolio of investments

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Man Playing Chess

Is It Time to Review your Superannuation Strategy?

Superannuation is one of those things many of us tend to “set and forget”. However, staying up to date each year with budgetary, market and industry trends and changes is imperative if you want to maximise the return on your super in the long-run. With the 2016 budget reforms to superannuation starting to come into effect this financial year, on top of the changes announced by the ATO in 2017, now is the ideal time to review your super. Looking

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SMSF changes by Bill Shorten

How Labor’s Proposed Reforms to the Imputation System May Affect Your Self-managed Super Fund

A Self-managed superfund (SMSF) is hard work, but it provides you with freedom and control when it comes to your retirement savings. You’ve paid your taxes throughout your career and are looking forward to luxurious adventures in the work-free decades ahead. However, under Labor’s proposed reforms to the imputation system, a portion of that retirement revenue could be under threat. Labor’s proposed reforms would mean that some self-directed investors who currently claim a cash refund on unused imputation credits will

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