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 the ‘what if’ scenario.
It is important that you plan what would happen to your SMSF assets, and who would have control if you and your spouse were both incapacitated, or worse, no longer alive.
To read this fact sheet in its entirety download the PDF version here.
SMSFs inevitably incur expenses during their operating life. It is important to understand that of the expenses incurred, not all
Where an SMSF has retirement phase pension accounts and accumulation accounts there may be a need to apportion expenses to
As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current Pension income (ECPI).
Fact Find: The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member
AFSL 485643
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