Liam Shorte
Putting people back in control of their wealth
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SMSF Adviser of the Year - Winner 2025 -

SMSF Adviser of the Year - Finalist 2025 -

SMSF Adviser of the Year 2024 IFA 2023 Excellence Awards – SMSF Advisor of the Year – Finalist

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IFA 2021 Excellence Awards – SMSF Advisor of the Year – WINNER!! -

IFA 2022 Excellence Awards – SMSF Advisor of the Year – Finalist 

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Join 413 other subscribersTop Posts & Pages
- Division 296: the initial moves to make before the windows close
- In-specie contributions to and from an SMSF
- How the Centrelink Gifting rules work
- What can my SMSF invest in?
- When your Husband Retires and the Nightmare Comes True
- Property through super in a SMSF - Part 3: 20 most common mistakes
- How to elect to pay Division 293 Notice from your SMSF or Super
- Buying New Zealand Property Through Your SMSF
- Can My SMSF Buy And Lease Plant And Equipment To My Business
- Property through super in a SMSF - Part 2: The Process
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Recent Posts
- Division 296: the initial moves to make before the windows close
- SuperStream v3.0 and Your SMSF Receiving Contributions Without Fuss
- Two SMSFs, One Company – SMSF joint ownership of a trading business
- The Ultimate SMSF End of Financial Year Checklist 2026
- 11 Key Considerations Before Setting Up an SMSF
- Red Flags to Watch Out For When Considering and SMSF
- Buying New Zealand Property Through Your SMSF
- Can I Buy A Residential Investment Property From My SMSF?
- How is my Transfer Balance Cap Calculated
- Age Pension & Deeming Changes September 2025
Previous Posts by Topic
- Contribution Strategies (87)
- In Specie transfers (7)
- Salary Sacrifice (16)
- Small Business CGT (2)
- Superannuation Splitting (19)
- Tax Planning (68)
- education (24)
- Education costs (2)
- Estate Planning (41)
- Anti-Detriment (1)
- Binding Death Nominations (17)
- Enduring Power of Attorney (7)
- Reversionary Pension (15)
- testamentary trust (1)
- Financial Planning (71)
- Bankruptcy Protection (1)
- Contributions (10)
- Divorce (5)
- downsizing (9)
- Superannuation (33)
- Insurance Strategies (18)
- Investment Strategies (80)
- Asset Allocation (22)
- Behavioural Finance (3)
- Bonds (5)
- Borrowing (27)
- Botcoin (6)
- Buy-backs (1)
- Franking Credits (14)
- Hybrids (3)
- International Investing (7)
- Investor Education (11)
- Property (32)
- Results Season (2)
- Term Deposits (7)
- Unrelated Trusts or Companies (3)
- Retirement Planning (97)
- Age Pension (7)
- Centrelink (20)
- CHSC (2)
- Downsizing (1)
- Lifestyle (4)
- Pension Strategies (40)
- Pensions (39)
- SMSF (110)
- News & Stats (50)
- SMSF alternatives (5)
- SMSF Management (131)
- Audit (26)
- Checklists (29)
- Deeds (1)
- Scam Alert (4)
- SMSF Exit Strategies (2)
- TBAR reporting (4)
- Trustee (78)
- Contribution Strategies (87)
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