Tag Archives: SMSF

NEWS – Insurance in Super to closer meet Member needs at different life stages

Rod Myer writes at The New Daily – Insurance cover in superannuation could be redesigned to closer meet the financial needs of members, research house Rice Warner believes. Because insurance in super needs depend on age and family situation, insurance … Continue reading

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Masterclass SMSF – Who can be Trustee, special notes & Changing Trustee

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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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 – End of Financial Year Review – Ensure the records and tasks are in order!

With only weeks to the End of Financial Year (EOFY) left, it’s time to have a 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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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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NEWS – Super changes coming 1 July 2017! – In summary

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading

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Masterclass SMSF – Borrowing in SMSF – The Cans and Cant’s

Bryan Ashenden at Money Mangement writes about the cans and cant’s of borrowing in SMSF- One of the investment opportunities available to self-managed superannuation fund (SMSF) trustees is the ability to purchase an asset using borrowed funds. From the original … Continue reading

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