Category Archives: Superannuation General

Masterclass SMSF – What can SMSF invest in?

For the Self-Managed Super Fund (SMSF) Trustee, there are certain rules that must be followed to ensure the SMSF super fund stays compliant regarding what you can invest in. Here they are and the Regulations or rule from the SIS … Continue reading

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CASE STUDY – Sally felt she needed more self-control of her retirement after her husband passed away

After Sally’s husband passed away, and the business clients had been on-sold, she felt she needed more self-control of her retirement, and her plan was to have the ability to manage the super and her assets so she had more … Continue reading

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Masterclass SMSF – SMSF Rollover – Important things to consider

You can accept an SMSF Rollover from your commercial super funds (or other SMSF), but it is important to ensure the details are documented properly. The ATO website gives further guidance, and important things to watch – Receiving a rollover … Continue reading

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Masterclass SMSF – Are SMSF setup costs deductible according to the ATO? What expenses are claimable?

One important consideration we are asked concerning self-managed super funds (SMSF) is “are the set-up costs such as the Trust Deed, tax deductible for the SMSF?” In taxation ruling TR 93/17 the ATO gives a number of explicit examples of … Continue reading

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NEWS – Caution sounded on proposed early release of super for crime victims, as well as hardship cases

The government has been told to tread carefully with its plans for allowing victims of crime to access perpetrators’ superannuation as compensation, as the proposals could have unintended consequences, one lawyer has warned. Speaking to SMSF Adviser’s sister title, Nest … Continue reading

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Basics about Super – Retirement – What is a “comfortable” retirement?

How much do you really need for a comfortable retirement? What is a comfortable amount for a “comfortable retirement”? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, only amounts to just … Continue reading

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CASE STUDY – Brian the engineer who wanted to invest super in property later

Brian and his wife  had investment property experience, but wanted to invest their super in property, when they had enough. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you want to … Continue reading

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