Category: SMSF

SMSF

Some SMSF Investors Unaware Of Diversification Importance

Trustees need to ensure there is sufficient cash available to meet the loan repayments and pension payments if members are in the retirement phase.

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SMSF

Late SMSF Lodgement Resulting In No Super Guarantee

If a SMSF is more than two weeks overdue on any annual return lodgement due date, the ATO will change their status on Super Fund Lookup (SFLU).

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SMSF

Increased Concessional Contributions Cap

Super contributions splitting allows you to transfer concessional contributions to your spouse’s superannuation account.

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SMSF

Crackdown On Illegal Early Release Of Super

The tax office’s risk models have recently identified a variety of funds which may be subject to early releases.

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SMSF

Super, Insurance and Exit Fees: The 1 July Changes

New laws prevent superannuation providers from eroding member balances with unwanted or unnecessary insurance and exit fees.

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SMSF

New Superannuation Laws Affecting Your Life Insurance Cover

New laws passed in the Senate may affect members of the self-managed super funds who still keep a small balance in their industry fund for insurance purposes.

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SMSF

Amendments To Retirement Phase For Super

Treasury Laws Amendment (2018 Measures No. 4) Bill 2018 passed both Houses on Tuesday, the  12th of February 2019. 

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SMSF

What Expenses Are Allowable Deductions For A SMSF?

The expenses considered deductible by super funds are similar to that of individuals.

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Property, SMSF, Tax Champion

Buying Property In A SMSF

This is NOT advice. It’s just a random man down the street sharing his story.

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Property, SMSF, Tax

SMSF Property Loans Explained

A valuable structure to become familiar with.

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SMSF

Super Splitting With Your Spouse

Super splitting is important when one member of a couple has a much higher super balance. It is also beneficial for couples that have a large age gap between them.

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Property, SMSF, Tax Champion

How Much Can I Save By Purchasing Property In A SMSF?

Quite a few years ago, I did some calculations on having a geared property within super versus a market linked ungeared fund portfolio.

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