smstrusteenews’ Post

SMSF trust deeds covering multiple parameters for certain actions of the fund need to be given particular attention from a compliance perspective. https://ow.ly/7TT450RMRxW #SMSF #financialplanning #smstrusteenews #smsfinvestors

SMSF trustees need to be aware of the annual return lodgement date and check how current fund records and the information are provided to the ATO. https://ow.ly/93k150RNgwZ #SMSF #financialplanning #smstrusteenews #smsfinvestors

How to include precious metals on an investment portfolio for diversification The Australian market has seen a significant increase in the adoption of gold and other precious metals as part of Self-Managed Super Funds (SMSFs). Many investors are turning to gold not only for its potential to diversify portfolios but also as a safeguard against economic uncertainty. Gold’s role as a secure asset has made it an increasingly popular choice among SMSF investors looking to protect and grow their retirement savings. Find out more at the Trustee Empowerment Day 2024 Sydney 17 September 2024 Speaker: Ruth London National Sales Manager  Gold Bullion Australia Group Melbourne 19 September 2024 Speaker: Katie Lourey Risk and Compliance Specialist  Gold Bullion Australia Group #SMSF #bullion #coins #seminar #conference #Sydney #Superannuation #investmentoptions #investmentportfolio #goldbullionaustralia #gbagroup #melbourne

Is Giltig Finanser a Safe Investment or a Scam? Check in a Complete Giltig Finanser Review. Victims of Giltig Finanser scams can take the help of Scams Report to get help in fund recovery. https://lnkd.in/dyKQzwM3 #giltigfinanserreview #giltigfinanserscam

What Happens to My SMSF if I Lose Capacity? 💸 Effectively managing a Self-Managed Superannuation Fund (SMSF) requires careful planning, particularly when addressing the potential impact of cognitive impairment among trustees. With the recent ATO report disclosing significant SMSF holdings, it is crucial to know what measures to take if signs of lost capacity appear. ▶️ From understanding loss of capacity to exploring options like Enduring Power of Attorney appointments, learn more about safeguarding your SMSF against capacity issues by reading further here: https://buff.ly/49Lmxsh #financialplanning #SMSF #KrestonSW

I had the privilege of speaking with WFLA regarding the case of $100 million missing from a local trust fund. This issue has profound implications for countless individuals and families who depend on these funds for essential support. I discuss the details of the case, how CPT Institute will help the affected, and the importance of proper trust fund oversight. This situation emphasizes the need for accountability, transparency, and reform to safeguard the financial security of those who rely on these resources. https://lnkd.in/gYvFdUGp

OHA is committed to enhancing investor protection through negotiation of key lender protections in our credit agreements. Watch our video with OHA’s John Toronto, Managing Director, on why we refer to these essential safeguards as the “Magnificent Seven.” Read the full article here: https://lnkd.in/e8_jGUqz

Being hurt by a #scam can go beyond losing money. It can impact people in a variety of ways. The BBB Scam Survival Toolkit can provide you with a personal recovery plan. Take action today: BBB.org/ScamSurvivalKit #BBBScamSurvivalKit

💡 What Happens to Your Wealth When You’re No Longer Here? Did you know that most financial accounts—like ATM cards, ASB, Tabung Haji, and Unit Trusts—are frozen upon your passing? The process to unlock these funds can take months or even years, leaving your loved ones in financial limbo during an already difficult time. But there’s a faster, more reliable solution: ✅ Takaful Policies and Nominations disburse funds to your beneficiaries within 21 days, provided all documents are complete. This means your family gets access to the money they need quickly without waiting for lengthy legal processes. Planning ahead with tools like Takaful and proper nominations is not just about wealth—it's about fulfilling your responsibility as a Muslim leader and provider to ensure your family is cared for, even in your absence. 📩 Don’t wait until it’s too late. Let’s talk about protecting your family’s financial future today. #Takaful #WealthManagement #MuslimExecutives #HalalFinancialPlanning #LegacyProtection #QuickDisbursement #Faraid #EstatePlanning