SMSF Private Company Investments

SMSF Private Company Investments

Adrian Nathaniel
Published on: 24/11/2025

Thinking about investing your SMSF funds in private companies? You'll need proper market valuations using objective data to stay compliant with the ATO. Improper valuation can trigger penalties, so document your methods carefully and consider professional valuation for complex investments.

Financial Mindset
What you need to know about Co-Buying Property in Australia in 2025

What you need to know about Co-Buying Property in Australia in 2025

Adrian Nathaniel
Published on: 10/11/2025

When sole ownership of property feels out of reach, many look for creative ways to enter the market, such as co-ownership. New 2024 rule changes have also opened unexpected opportunities for non-traditional partnerships.

Financial Mindset
What is the most tax-effective investment in Australia?

What is the most tax-effective investment in Australia?

Adrian Nathaniel
Published on: 21/10/2025

Superannuation gets all the attention as Australia's top tax-effective investment, but savvy investors are combining multiple vehicles to slash their tax bills even further. One lesser-known strategy can deliver completely tax-free returns after just 10 years.

Financial Mindset
How to Save Capital Gains Tax on Investment Property

How to Save Capital Gains Tax on Investment Property

Adrian Nathaniel
Published on: 08/10/2025

Australian property investors could be missing out on significant tax savings when selling investment properties. Did you know there's a six-year rule that can keep your capital gains completely tax-free under certain conditions?

Financial Mindset

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