SMSF Education

SMSF Education content for Trustees

This section provides trustees and new members information about various Self Managed Superannuation topics including:

14/06/2014 SMSF Tax and Year End Tips!
25/06/2014 Superannuation Division 293 Tax
19/08/2014 Anti-detriment payment SMSF
19/08/2014 SMSF Specific Advice

Our staff will update each section on this page with relevant links as they are updated.

Please call us today to speak one of our friendly staff.

Book Your Free SMSF Consultation

Book your free consultation with me to find out if SMSF is right for you. If you have any other questions, we are happy to help!

 

Sandra - SMSF Advisor

8 + 3 =

Why is SMSF Set up so affordable at SuperHelp?

SuperHelp has been servicing the SMSF market for over 15 years. We pride ourselves on being able to provide an affordable SMSF service without compromising on quality. One of these services is to provide new members with setting up their SMSF at an affordable fee when they use our award winning service.

Do I need to use a specific bank, broker or provider?

Unlike other SMSF administrators and accountants we do not restrict you to what bank, broker or service provider you use. We are independent and do not take any commissions from other parties so that our clients can invest their super where they please.

How long has SuperHelp been around for?

SuperHelp have been around since 2002 - so over 15 years! While new SMSF administrators have come and gone, we are still around!

Do you offer any other SMSF services?

Yes we do! You can see a full list of SMSF services on our services page.

Letter of Compliance | SMSF ATO

Your new employer will request a Letter of Compliance issued by ATO to make employer contributions to your SMSF. The SMSF Notice of Compliance, also sometimes called a letter of compliance, is a document issued by the ATO to an SMSF. According to the ATO “an SMSF that...

SMSF Investment Strategy

An investment strategy is a detailed set of financial rules, behaviours or procedures which acts as a framework for a Trustee making SMSF investment decisions throughout the year. It is a guide for the trustee’s selection of an investment portfolio to increase...

Why is estate planning for your SMSF so vital?

One of the major advantages to having an SMSF (self-managed super fund) is that you can take control over what happens to your super in the event of your death. With some well managed SMSF estate planning you can maximise the benefits for your family. There are...

What types of people have an SMSF?

There are many different types of people who have an SMSF. Some of the most common include: Small business owners: Many small business owners choose to set up an SMSF to help manage and invest their retirement savings. This allows them to have more control over their...

SMSF Sole Purpose Test

The sole purpose test is a test the ATO uses to ensure that SMSF trusts are operating with the intention of only benefitting from their funds through the sole purpose of either retirement or in the event of a member’s death. While the way that an SMSF manages its...

Key things to know about your SMSF binding death benefit nomination

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...

How to convert your SMSF into a corporate trustee from an individual trustee

There are many reasons why using a corporate trustee is better for your Self Managed Super Fund than individual trustees. The cost of registering a company far outweighs the savings which might be made, the convenience which would be achieved and the personal...

Superannuation Withdrawal Tax – What You Need To Know

Nobody enjoys it much, but paying tax is a necessary thing. And it is the same with your superannuation. When you withdraw your superannuation you will more than likely need to pay tax on the payments you receive, however, the amount of tax you pay will be dependent...

Super contribution changes 2020

In a win for retirees, recent Government law changes now make it easier for retirees to contribute super for both themselves and their spouse. Retirees able to contribute more under work test changes Traditionally, individuals aged 65 to 74 could only make voluntary...

SMSF COVID-19 UPDATES

Due to the economic fallout and market volatility created by the Coronavirus, the Australian Government and the ATO have each separately announced various measures designed to help retirees navigate this new financial landscape. Some law changes made by Government...

Contact Us

SuperHelp is located in Macquarie Park, NSW however we work with clients all around Australia.

info@superhelp.com.au

1300 736 453

PO Box 1906 Macquarie Centre NSW 2113

M-F: 9am-5pm, S-S: Closed

8 + 3 =