by sjtmdwns | Feb 20, 2018 | SMSF Trustee Trends
SMSF Trustee Trends – What Should You Look Out For? As of June 2017, SMSFs (Self Managed Super Funds) are responsible for the largest portion of super funds in Australia. As of March 2017, there were approximately 1.13 million SMSF trustees running well over...
by sjtmdwns | Feb 19, 2018 | SMSF Tax
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...
by sjtmdwns | Feb 1, 2018 | SMSF Re-contribution strategies
Super Re-contribution Strategies As of June 2017, SMSFs (Self Managed Super Funds) are responsible for the largest portion of super funds in Australia. As of March 2017, there were approximately 1.13 million SMSF trustees running well over half a million (596,516)...
by sjtmdwns | Feb 1, 2018 | Lost Super
How to find lost super One of the most common things we hear is that someone has lost their super – in other words, they have superannuation accounts that they no longer remember or have the details of and no longer contribute to. This is a common occurrence in...
by sjtmdwns | Jan 31, 2018 | SMSF Pension
Allocated Pension versus Account Based Pension Allocated Pensions is a partially outdated term that refers to an income stream provided by accumulated superannuation funds upon retirement. This type of pension was prevalent within an industry super fund, retail super...
by sjtmdwns | Jan 31, 2018 | SMSF Education, SMSF Tax
When does an SMSF need/require an actuarial certificate? 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. First we will start by covering an important question...
by sjtmdwns | Nov 6, 2017 | ATO, Investment Strategy, SMSF Strategy
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...
by sjtmdwns | Oct 30, 2017 | SMSF Commercial Property, SMSF FAQ, SMSF Property
SMSF Commercial Property Purchase FAQ Can an SMSF buy a commercial property? Yes. This is the method of property purchase that is allowable for SMSF. As laid out by the ATO you can only buy property through your SMSF if you comply with the following...
by sjtmdwns | Oct 12, 2017 | SMSF Collectibles, SMSF Education, SMSF Strategy
Are you thinking of investing in SMSF Collectibles? 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...
by sjtmdwns | Aug 1, 2017 | Uncategorized
Updating Your SMSF Trust Deed It is important to have a robust and up-to-date trust deed for your SMSF. Over the years there have been many changes to government requirements around how SMSFs are managed. Whenever the government make changes to SMSF regulations or...
