Annual Trustee Plan
It’s the New Year – time for new resolutions and planning the year ahead. For SMSF trustees, reviewing your fund’s investment strategy and individual investments
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Transfer Balance Account Reporting
Transfer Balance Account Reporting From 1 July 2017, three inter-related concepts were introduced to Superannuation. • Transfer Balance Cap (TBC) – This is the maximum
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Deciding on your SMSF Trustee
Deciding on the type of trustee which will be responsible for your SMSF is important.There are two types of structures available: To read this fact
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First Home Super Saver Scheme
The First Home Super Saver Scheme (FHSSS) was introduced by the government to deal with housing affordability and to help Australian’s get into the property
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Death and Incapacity – Who is in control of your SMSF?
With many trustees citing ‘control’ as one of the primary reasons for establishing an SMSF, there are many SMSF trustees that have failed to address
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Why is an Enduring Power of Attorney essential?
We all recognize the need for a will when we begin to plan for our future and the future of our loved ones, however many
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Cryptocurrency Investments for SMSFs
Cryptocurrency is a term used to describe digital assets used as a medium of exchange. The records of ownership are stored in electronic ledgers where
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5 Potential Errors When Running An SMSF
While an SMSF offers a number of benefits and can be a great way to grow your retirement savings, it is important to ensure your
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Top 10 Trustee Tips to Running a Successful SMSF
With over 590,000 SMSFs controlling over $760 billion in assets, it is obvious many Australians are opting to establish their own self managed super fund
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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 path,
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