To guide SMSF Trustees on investment practices, the ATO has announced plans to contact trustees whose portfolios lack sufficient...

I get asked this question from time to time, so I thought I'd write this article to help clarify the process for SMSF clients holding...

I wanted to share some important updates about the ATO's redesigned Division 293 notice. This new design aims to make it easier for...

In every strategy we discuss with clients, we emphasise the importance of considering exit strategies upfront, rather than scrambling to...

ASIC and the ATO have repeatedly highlighted the dangers of buying property through a single organisation that handles all steps in the...

I've been receiving numerous inquiries about SMSF loans for property investment lately, and we've been hosting educational workshops on...

I must admit my property portfolio acquisition has hit it’s hurdles, but I have Learn'd along the way and I’m certainly getting...

Building on our previous articles about SMSF and property, this piece highlights common mistakes made by others and how to avoid them....

In the opening article of this three-part series, we examined the fundamentals of limited recourse borrowing arrangements (LRBAs)...

Considering all the attention Buying property through gets, you might already be aware that self-managed superannuation funds (SMSFs) can...

So, you’ve heard you can buy an investment property with your superannuation? Let's break down what this means, the pros and cons, and...

One of the most frequently asked questions about starting and running your own Self Managed Superannuation Fund (SMSF) is about the costs...

More and more Australians are looking to take greater control and be involved in their superannuation. With over a third of the total...

I. INTRODUCTION The creation of Family Wealth demands a significant investment of time, hard work, and emotional dedication. However, the...

I. INTRODUCTION Accumulating family wealth demands considerable time, effort, and dedication, often involving significant challenges and...

Acquiring property in a Self-Managed Superannuation Fund (SMSF) through Limited Recourse Borrowing Arrangements (LRBA) requires adherence...

Self-managed super funds are very popular. Especially for people who want to have greater control and transparency. But not every SMSF...

Self-managed Superfunds (SMSFs) are becoming more and more popular among Australians. Previously a hallmark of the ultra-rich, SMSF...

So what is The Wealth Effect Group Who are we? And what are we trying to achieve? We are Xero Accountants, Business, Financial Advisors...