Unit Trust investments in an SMSF
Following on from our recent property investment webinar, in our next event we will look at unit trusts. Unit Trust investments can provide SMSFs with
Read MoreProperty investments in an SMSF
Whether it’s interest rates, rental occupancy or market demands, property is always a hot topic. From an SMSF investment point of view property has always
Read MoreSMSF Pension planning toolkit
Whether it is legislated or not, the primary purpose of superannuation is to pay a benefit, preferably via a pension, to the members of a
Read MoreSMSF Contributions and the work test changes
The Federal Government recently delivered on one of its major 2021/22 Budget announcements, which provides individuals with the capacity to contribute to superannuation up to
Read MoreAre your SMSFs audit and future proof?
July is a great time to start planning for the events of the new financial year whilst also reconciling all matters related to the prior
Read MoreBorrowing in an SMSF – LRBAs and other rules
Section 67 of the Superannuation Industry (Supervision) Act 1993 prohibits, and then makes exceptions for, the trustees of a fund from borrowing or maintaining an
Read MoreSMSFs acquiring assets from related parties
Section 66 of the Superannuation Industry (Supervision) Act 1993 prohibits, and then makes exceptions for, the trustees of a fund acquiring assets from a related
Read MoreDeath Benefits & SMSFs – planning for the inevitable
The Sole Purpose Test makes provisions for the payment of death benefits to a member’s beneficiaries both as a core and an ancillary purpose of
Read MoreSMSF end game – winding up is the final strategy
2020/21 saw the SMSF market record its strongest establishment numbers in over 3 years, with over 25,000 SMSFs established. 2018 was the last time that
Read MoreSMSFs and separating members – how relationship breakdowns impact SMSFs
From 1 April 2022 parties to property proceedings will be able to apply to the family law court registry to obtain information from the ATO
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