Below you'll find a list of all posts that have been categorized as “SMSF Education”
There is often confusion around when an actuarial certificate is or isn’t needed for your SMSF. This article tries to clear up some of that confusion. There are many instances in which an actuarial certificate is needed by your SMSF and so it’s a little easier to cover the occurrences where one is not required. This can be determined by …
Are you thinking about investing in collectibles for your SMSF? Or do you already have collectibles and want to ensure your investment is compliant? Wherever you are in the process of using collectibles in your SMSF investment strategy, this articles provides you with some simple guidelines and must-know facts. One of the investments your SMSF can make is in collectibles …
Your SMSF will need investments, and it may need to borrow in order to make those investments. One of the crucial things to understand in your SMSF investment strategy is that you cannot invest or loan to any related parties. In fact, in the last 12 months the ATO has put a lot of focus on transactions involving related parties …
Your self-managed super fund (SMSF), unlike your home, is not something that will likely automatically be passed on to your family members. Your trustee (as chosen by you) will pay a death benefit to your nominated parties as per the governing rules of your fund and in conjunction with legal requirements. So, what is a death benefit nomination? When a …