Tag Archives: SMSF

Masterclass Investment – Working Capital Meaning

Companies need to balance the right amount of working capital to function optimally so let’s look at the working capital meaning. Working Capital is the liquid (cash) assets/capital of a business which is used in its day-to-day trading operations, calculated … 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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Basics about Super – Super as well as SMSF for Business Owners – How it works in Australia

When a Business Owner employs staff, you have a legal obligation to provide Superannuation in most cases. Here we explain Superannuation in Australia, what we all need to retire comfortably, what we need in super to achieve it, how Self-Managed … 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 – Trustee duties and issues, plus Special Situations about Changing Trustees

All self-managed super fund (SMSF) members must be trustees of the fund, but a trustee need not be a member, however there are some exceptions such as: Minors, being too ill or old, mental incapacity or travel overseas for an … Continue reading

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NEWS – ATO proposes to include SMSFs in Real-Time reporting

As SMSF trustees who run their Self-Managed Super Fund (SMSF) we need to keep up with new developments to stay up to date and be prepared and proactive. With the moves towards integrity and accuracy in the superannuation industry in … Continue reading

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