Self-Managed Superannuation Funds (SMSFs) and Insurance

Key types of insurance available via super Three types of insurance are usually available within a superfund, including an SMSF. A member can generally purchase the following types of insurance via a super Fund: Life Insurance Total and Permanent Disability (TPD) Insurance; and Income Protection Insurance. There are a number of issues to consider when insuring via the super environment: The sole purpose test A SMSF must be maintained solely for at least one or more core purposes and (optionally) for one or more ancillary purposes. A core purpose is to provide for: member upon retirement a member upon reaching

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Magellan Strategy Insight & Update

We caught up with Dom Giuliano (Chief Investment Officer) for an overview and extra insight into the Magellan Global fund. We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our meet the manager series is a snapshot of these meetings designed to share interesting insights with our clients. McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579 This information is of a general nature only and does not take into

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Stock Spotlight – Platinum Asia

Douglas Isles (Investment Specialist) puts the spotlight on one of the well performing stocks in the Platinum Asia. We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our stock spotlight series is a an interesting stock story that the fund manager can share with us and our clients. McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579 This information is of a general nature only and does not take into

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Quarterly Update (Sep 2017) – Presented by Dom Giuliano from Magellan Financial Group

Following the end of the September quarter we asked Dom from Magellan to provide an economic update on the past quarter. Given the global nature of this fund, the focus of this update is on the USA. We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. On a quarterly basis we select one of our fund managers to provide a quarterly update for our clients. / McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954,

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We chat with Douglas Isles from Platinum Asia

We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our meet the manager series is a snapshot of these meetings designed to share interesting insights with our clients. McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579. This information is of a general nature only and does not consider your investment objectives, financial situation or particular needs. You should not act on any information in this report without first consulting a

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Self-Managed Superannuation Funds (SMSFs) and Limited Resourse Borrowing Arrangements

  Since late 2007, a Self-Managed Superannuation Fund (“SMSF” or “Fund”) has been allowed to borrow money for investment purposes following the introduction of an additional exception to the general borrowing prohibition – one that continues to exist under superannuation law. This additional exception to the borrowing prohibition is provided in the form of a limited recourse type of borrowing. In essence, the relevant asset is held on trust to provide limited security for the outstanding loan, but the benefits of the ownership (such as rent or dividends) flow directly to the Fund. If the Fund defaults on the loan,

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