Category Archives: Masterclass SMSF

Masterclass SMSF – Non-commutable pension and death of an SMSF member – complex stages

What happens with an SMSF member account  with a Non-Commutable Pension (which means you cannot take out lump sums or withdraw the full amount) who has recently re-married, is the single-member in her SMSF, with the new husband as the … Continue reading

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Masterclass SMSF – Collectables in Self-Managed Superannuation Funds

Investing in Collectables in Self-Managed Super Funds (SMSF) have certain Regulations around them that require you to be aware of new rules about storage and insurance to ensure you are keeping compliant. When new regulations began in July 2011 with … Continue reading

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Masterclass SMSF – New Tax Year Quick-Plan Guide

Here is a Quick-Plan Guide of essential things to plan ahead for the year with your SMSF: 1.     Employment Super Contributions (Concessional) in the SMSF bank account If you want to claim super contributions in this tax year, organise via … Continue reading

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Masterclass – Ultimate Year End Checklist – 12+12 Tips for EOFY End of Financial Year – start now!

Time is running out – only days left to the End of Financial Year (EOFY). Here is a recap of our posts last and this month, for SMSF and Personal checklists, with an extra notice about cut off dates (item … Continue reading

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Masterclass SMSF – Year End Checklist – 12 Tips for EOFY End of Financial Year – start now!

Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as collecting papers, … Continue reading

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Masterclass SMSF – Commutations – What are they and how do they work?

Taking money out of your SMSF super can only occur once you meet certain conditions, such as age and an event like retirement, so then you start an income stream from your super. Once you have the income stream going, … Continue reading

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Masterclass SMSF – What does an “In Specie” Transfer or Contribution mean?

An “In Specie” transfer or contribution is a way of moving an asset into a Self-Managed Super Fund by ownership without having to actually sell the asset for cash. “In Specie” is a Latin term meaning “in the actual form”. … Continue reading

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