
Precious Metals – How to hold Gold and Silver in an SMSF
There are different types of investments that an SMSF can hold and precious metals are one of the allowable asset classes. Before going down this
Read MoreCash, coins, crypto and collectables – not all money is created equal
If cash is King then surely crypto is the court jester because you never know what it’s going to do next! Let’s assume that collectable
Read MoreCreating a contribution strategy playbook – workshop
This interactive workshop will provide attendees with direct access to one of Australia’s leading SMSF educators. Over the course of 3 hours Tim Miller will
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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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The winners and losers of an indexed transfer balance cap
SG Blog: From 1 July 2021 the Transfer Balance Cap will be indexed to $1.7 million, which is great news for any individual who hasn’t
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Alternate Trustees for SMSFs
It is generally well understood that each member of an SMSF must be an individual trustee or a director of the corporate trustee. Further, if
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Work Test Exemption
Depending on a member’s age, the work test is a key test to be contemplated when making contributions to an SMSF, and SMSF trustees must
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