
Borrowing in your SMSF
Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire significant assets like property or
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Guide to Pensions in SMSFs
When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension
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Guide to Transition to Retirement Pensions in SMSFs
When a member meets a condition of release, they become eligible to commence a pension using some or all of their superannuation balance. The pension
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Valuations for Year End Reporting (Trustees)
It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets at market value or misrepresenting
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Valuations and SMSF Checklist for Year End Reporting (Advisers)
As 30 June approaches there are a number of key issues to be reminded of. This guide will provide an overview and link to a
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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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SMSF and Estate Planning Considerations
Much planning and effort is put into the establishment and growth stage of self managed super funds (SMSFs), the same effort and planning should be
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Accessing Superannuation Benefits
SMSF trustees cannot release a member’s preserved or restricted non-preserved benefits until the member satisfies a ‘condition of release’. Once the trustee is satisfied that
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