Tag Archives: Masterclass SMSF

Masterclass SMSF – When a member dies – What happens and who are “dependents”?

Death of an SMSF Member In the sad situation when a member of a SMSF dies, the Superannuation Industry Supervision Act (SISA) has additional Regulations to go with it, and at Reg 6.21(1) states that the member’s benefits must be … Continue reading

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Masterclass SMSF – Super Rollover to SMSF – Tips to note

A rollover is when you transfer all or part of your super to another registered super fund. You can accept an SMSF Rollover from your commercial super funds (or other SMSF), but it is important to ensure the details are … Continue reading

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Masterclass SMSF – New reporting on Annual Returns where LRBA made after 1 July 2018

Recently the ATO announced that a legislative change relating to certain limited recourse borrowing arrangements (LRBAs) counting towards a member’s total superannuation balance (TSB) had been enacted with a retrospective start date of 1 July 2018. From the ATO website – This new … Continue reading

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Masterclass SMSF – Fractional Property investment in SMSF

A trustee can consider fractional property investment in their SMSF, which is similar to purchasing units in a managed property trust. Fractional investment offers an alternative to forking out big dollars to get into the housing market. How it works … 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 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 Investment – What is ROE – Return on Equity – and what is good return on equity?

An important and often-used ratio that investors like to look at is the Return on Equity (ROE) of a company especially when compared to it’s industry average. What is return on equity? From the Balance Sheet, we have learned that … Continue reading

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