Grant’s Blog

Family Wealth
Grant's Blog
The Guide to Protecting Family Wealth – Part One

I . INTRODUCTION  Building Family Wealth takes time, hard graft and a lot of blood, sweat and tears. But it can be torn down so easily in expensive litigation, legal challenges plus regulatory and economic threats. It is not unheard […]

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Establish SMSF, ASIC Advice
Grant's Blog
ASIC Advice: Yes, Accountants Can Establish SMSFs without a Licence

The introduction of the Financial Services Reform Act in 2001 heralded a new era of financial advice reforms that, whether by design or otherwise, included a member’s superannuation interest as a “financial product”.  For large superannuation funds that makes sense […]

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Grant's Blog
Why Family Allowances Can Be the Best Tax Saving for your SMSF Clients

Over the next ten years, it is estimated that over $200Bn will be paid out as superannuation death benefits from industry and retail as well as industry super funds. If payments go to a spouse they are tax-free but what […]

by LightYear Docs Team

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Strategy Myths
Grant's Blog
Strategy Myths You May Have Bought Into

There is a lot of information flying around the world every nanosecond. In 1998 at the Strategist Group we completed the first ever live videocast over a program called Real Video. It was groundbreaking but at 28 kps, it wasn’t […]

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Grant's Blog
Three Swift Moves to Increase Advising Revenue Quickly

It’s Friday again and time for a new blog. Last week’s edition struck a chord with accountants who want to do SMSF advice but have been told by planners all the time that they can’t, while ASIC provides accountants and […]

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Grant's Blog
The SMSF Global Worker and Retiree

Want to boost overseas investment into Australia and increase tax revenue at the same time then – “Why not let non-residents invest in SMSFs provided a certain proportion of their investments are situated in Australia” There is no doubt that […]

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ASIC Advice
Grant's Blog
ASIC Advice: Accountants Using Dangerous and Risky Company Set-Ups

ASIC has released a warning – Info73, that in the event of the death, incapacity, or bankruptcy of a sole director company that: “During that period when there is no director, the company may be completely unable to operate. With […]

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SMSF
Grant's Blog
I was a SMSFer but now a proud SAPEPer

Grant’s blog is here to deliver you some of the best strategies in the financial industry. I was a SMSFer but now a proud SAPEPer I love strategy.   I was lucky enough to do a Master of Laws specialising […]

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SMSF Will, SMSF
Grant's Blog
BDBNs are for Laggards, an SMSF Will is for the smart SMSF Adviser – Part One

“There is no doubt that creativity is the most important human resource of all. Without creativity, there would be no progress, and we would be forever repeating the same patterns.” ― Edward de Bono, Author, and Lateral Thinker In the […]

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Leading Member SMSF, SMSF Advisor
Grant's Blog
The Leading Member SMSF – the Next Great SMSF Advising Project

1. SMSFs are all about Innovation SMSFs have always been about innovation. They started with innovation by the government of the day to provide a small, choice environment for small business and family to aggregate and pool their superannuation wealth. […]

by LightYear Docs Team

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