Tag Archives: Superannuation

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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Basics about Super – Small Business Superannuation Clearing House (SBSCH) – How it can help Small Business

The Australian Tax Office (ATO) has a service called the Small Business Superannuation Clearing House, designed to help small business (with less than 19 employees) meet their super obligations as employers. Here is what the ATO site says – The … 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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CASE STUDY – George & Sue – Wanted to use SMSF to control and manage super by direct investments

George and Susan knew our financial advisor via referral from one of the advisor’s clients. George had experience with personal direct share investment in his spare time after his busy professional position that included interstate travel for a multi-corporate. Sue … Continue reading

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Masterclass SMSF – What Happens when an SMSF member dies who is an ex-spouse with a Binding Death Nomination?

An associate had a situation with a client as follows – A is married to B. During the marriage A does a BDN in super to B. We will assume the BDN is valid. After the BDN, A and B … Continue reading

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CASE STUDY – Alex – Wanted to use SMSF to purchase property and take control

Alex is a keen property investor with many years’ experience and had also researched Self-Managed Super funds (SMSF) as a way to take control of his retirement savings and how to purchase property in super. He already had several investment … Continue reading

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NEWS – Putting the sale of a business into super – Watch the contribution caps!

If you have or will have proceeds from the sale of a business and want  to put them into super, be mindful and watch the contributions caps! An article in Money Management explains more – Small business owners who are … Continue reading

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