Tag Archives: Self Managed Super

SMSF Basics – What is involved in Running your SMSF (Self-Managed Super Fund)

After setting up your Self-Managed Super Fund, there is quite a list of on-going tasks involved in running your SMSF, covering administration, investment strategy and implementing it, compliance, insurance and pension stage responsibilities. (a)   Administration tasks Some of the many … Continue reading

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Masterclass SMSF – Borrowing in SMSF – Careful with Apartments and Car Parks!

Last month we covered an overview of the Cans and Can’ts with Borrowing in an SMSF. CAUTION – However when it comes to apartments, be careful – get the facts BEFORE you commit! Several clients have found that when the … Continue reading

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CASE STUDY – John & Lyn – To use SMSF to take control and work towards property in super

John & Lyn were interested in Self-Managed Super funds (SMSF) so they can take control of their retirement savings and build them up to work towards getting property in super. They already had a couple of investment properties, and the … Continue reading

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Masterclass SMSF – End of Financial Year review – Ensure all is in order!

Only 5 weeks to the End of Financial Year left – time to have a final review to ensure all is in order and all papers documenting all transactions during the year, are in hand and ready for auditor and … Continue reading

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NEWS – Decline in Property (as the reason to set up SMSF) (but it is smoother with a team that have experience)

The proportion of prospective SMSF trustees citing property investment as a reason to set up an SMSF has declined, new research has revealed, reports Katarina Taurian of website Mortgage Business.  According to research house Investment Trends’ 2015 SMSF Investor report, the reasons prospective … Continue reading

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Basics about Super – Basics 1-5 of things to know about our Super System

  Superannuation Guarantee (SG) – All Employers must pay at least the value of 9.5% of your wages/salary (not FROM your pay, but another expense of the employer) to your member account in a super fund (including a self-managed super … Continue reading

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NEWS – Australian Tax Office statistics on Self-managed Super (SMSF) draw a glowing picture of health

Professional Planner and the SMSF Association report this week some encouraging findings – “The latest set of ATO statistics on self-managed super funds (SMSFs) draw a glowing picture of health of the largest superannuation sector, says SMSF Association CEO/Managing Director … Continue reading

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