Monthly Archives: November 2014

SMSF Basics – What is a Self-Managed Super Fund (SMSF) and what types or structures do they have?

Self-Managed Super Funds (SMSF) are Regulated by an Act of Parliament, have different types or structure, are a special Trust (like the major corporate super funds) and are governed by the Sole Purpose Test. An SMSF is created under the “SIS” Act whose full name is – Superannuation … Continue reading

Posted in SMSF Basics - all to know, Superannuation General | Tagged , , , , | Leave a comment

Masterclass SMSF – What is In-Specie Transfer, does Capital Gains Tax apply, and what other issues apply to SMSFs?

The word “In-specie” refers to “non-cash” and Capital Gains tax will apply (when you transfer ownership from one entity or individual) as well as several other issues that apply to Self-Managed super (SMSF) including certain restrictions when transferring assets that are … Continue reading

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , | Leave a comment

NEWS – How does your SMSF compare to the latest returns of the commercial super funds?

Have you had a chance to review the year end results of your SMSF and compare them to the latest returns of the commercial super funds who manage the majority (2/3rds) of the super pool in Australia, and bonds? SMSFs … Continue reading

Posted in News & Stats, Retirement Planning, SMSF Info, Superannuation General | Tagged , , | Leave a comment