Understanding SMSF Expenses

SMSFs inevitably incur expenses during their operating life. It is important to understand that of the expenses incurred, not all are able to be claimed

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Apportioning SMSF Expenses

Where an SMSF has retirement phase pension accounts and accumulation accounts there may be a need to apportion expenses to determine the deductible component. This

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Unsegregated SMSFs and Actuarial Requirements

As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current Pension income (ECPI). However, there are instances where

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Segregating Assets in SMSF

SMSFs can use segregation to separate the assets of the fund for several reasons. It can be done to separate the assets between accumulation phase

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