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SMSF Articles

Latest SMS Articles and News.
When an SMSF member becomes disqualified

The impact of a trustee/member of an SMSF becoming bankrupt is significant for the individual, th... read more

The impact of penalty interest on SMSF loans

An SMSF trustee that is considering repaying an LRBA early or refinancing an LRBA should review t... read more

SMSFs, real estate and tax deductions

With SMSF-owned real estate, there are tax deductions and concessions available, but these vary d... read more


Keep your SMSF records – but which ones?

You’ve been running your SMSF for a while and have amassed a lot of information about your ... read more

Unlisted SMSF assets could mean a qualified audit

No SMSF wants a qualified audit at tax time. Yet the chance is higher if you hold unlisted assets... read more


Age considerations with SMSF set-ups

Helping a client to decide whether an SMSF is right for them can depend on a wide range of factor... read more

4 ways to supercharge your super

As you approach retirement it’s natural to start thinking about ways you might boost your s... read more


SMSF Property: What Do I Need To Consider When Buying A Property Through A Self-Managed Super Fund?

Savvy investors are using their self-managed super funds (SMSF) to buy property with some investo... read more

Remember the 6 month grace period to get an SMSF in order!

It is important to be aware of the trustee/member rules that apply to self-managed superannuation... read more

What's in store for SMSFs in 2019

2019 will be an interesting year as far as superannuation goes. There’s an April federal bu... read more


Super & divorce – a split in the ranks

When a relationship ends, splitting and rebuilding your super can be difficult, especially if it ... read more

Should you include the kids in your SMSF?

It’s on the cards that the maximum number of members in an SMSF will increase from four to ... read more

Frequently Asked Questions - Self Managed Superannuation Funds

What is a Self Managed Superannuation Fund?

It is a superannuation fund ... read more


Are you disqualified from having an SMSF?

A disqualified person is not permitted to be an SMSF trustee. If a disqualified person knows they... read more

What Happens To My Super When I Die?

Death is one of those topics most of us like to avoid, but unfortunately, nothing is certain in l... read more

Beware of Illegal Access to your Super!

Have you been approached by a promoter of illegal super scheme?

These promoters usually:<... read more


Can you have a Single Member SMSF?

Can you have a single member SMSF?  Yes you can. There are two options in creating a si... read more

Education for SMSF Trustees – ATO SMSF Trustee Education Tool

Are you new trustees to SMSF or looking to improve your knowledge as existing SMSF trustees? Aust... read more

When does an SMSF need/require an actuarial certificate?

There is often confusion around when an actuarial certificate is or isn’t needed for your S... read more


Investment strategies and purchasing investments

Everything an SMSF trustee should know about compliance.

It is important for SMSF trustee... read more

Ensure your SMSF investments are in the right name

The reason to have an SMSF is to build wealth for your retirement. So, it’s important to ma... read more

Dot your i’s and cross your t’s - Get your SMSF documentation right

In running a DIY fund, you’d want to make sure the right amount of super is paid to the rig... read more


What disqualifies you from being an SMSF trustee?

This article covers the main ways a person becomes a disqualified person, the consequences of dis... read more

What you need to know about SMSF investment classes

Smart investment decisions can turn a modest retirement into a generous one. For this reason, you... read more

Superannuation Withdrawal Tax – What You Need To Know

Nobody enjoys it much, but paying tax is a necessary thing. And it is the same with your superann... read more


SMSF Trustee Trends – What Should You Look Out For?

As of June 2017, SMSFs (Self Managed Super Funds) are responsible for the largest portion of supe... read more

Super Re-contribution Strategies

Your superannuation fund is made up of taxable and non-taxable components. Contributions made to ... read more

How to find lost super

One of the most common things we hear is that someone has lost their super – in other words... read more


Allocated Pension versus Account Based Pension

Allocated Pensions is a partially outdated term that refers to an income stream provided by accum... read more

Why is estate planning for your SMSF so vital?

One of the major advantages to having an SMSF (self-managed super fund) is that you can take cont... read more

Are you thinking of investing in SMSF Collectibles?

Are you thinking about investing in collectibles for your SMSF? Or do you already have collectibl... read more


When is the right time to set up an SMSF?

This is not an easy question.

But at least one thing is for sure – setting up an SM... read more

What you need to know before setting up an SMSF with your partner

What you need to know before setting up an SMSF with your partner
Many couples in long-term ... read more

Too young for self managed super? Think again!

If you think SMSFs are only for baby boomers, think again. According to independent researcher In... read more


How to choose the right Super investment options

Your future prosperity largely depends on how well you invest your Super. A self-managed sup... read more

Updating Your SMSF Trust Deed

It is important to have a robust and up-to-date trust deed for your SMSF. Over the years there ha... read more

Key things to know about your SMSF binding death benefit nomination

Your self-managed super fund (SMSF), unlike your home, is not something that will likely automati... read more


5 steps to setup a self managed superannuation fund (SMSF)

Once you’ve decided an SMSF is right for you, it’s important to understand the steps ... read more

SMSF Bank Account Rules

The SMSF bank account rules require a self managed superannuation fund (SMSF) to open a bank acco... read more

How to value your SMSFs unlisted assets (and avoid a qualified audit)

If your SMSF has invested in unlisted trusts and companies then your fund’s auditor could b... read more


Pooled vs Segregated Assets SMSF

Pooled vs segregated assets refers to the investment strategy of a self managed superannuation fu... read more

Salary Sacrifice Pension Example

A salary sacrifice pension strategy is also referred to as a transition to retirement s... read more


Understanding SMSF compliance obligations. Start with this checklist

As an SMSF trustee, you know the complexities of managing your own fund – it can be a juggl... read more

Reviewing the SMSF document chain

With the number of death benefit disputes continuing to climb, ensuring a complete document chain... read more

Starting with the right foundation

Deciding on the right business structure is critical when embarking on a property development thr... read more


The devil is in the details: why getting your SMSF paperwork right matters

Superannuation, like many things in life, is about making sure the right amount is paid to the ri... read more

Purchasing property in your SMSF – Tips and Traps

When purchasing a property through your Self-managed Super Fund (“SMSF”) there are a ... read more

Why choose an SMSF over a regular super fund?

There are pros and cons to both SMSFs and industry super funds. 

The facts&n... read more


7 ways to get more money into your super fund

Millions of Australians are reviewing their retirement plans. We have been taught to believe that... read more

Duties and responsibilities of trustees

Everything you need to know about SMSF compliance.

Just as there are sev... read more

Taking out insurance

Taking out insurance for members is another job that trustees of an SMSF must now be involved in.... read more


Changing trustees of an SMSF

There are number of reasons why the trustees of an SMSF are changed.

One of these is forc... read more

How to wind up an SMSF

Like most things, self-managed superannuation funds are not meant to last forever. At some point ... read more

Super splitting with your spouse

Originally when superannuation splitting with a spouse was introduced it was thought only higher ... read more


SMSFs and risk factors

Everything SMSF trustees should know about investing.

Our lives are gove... read more

When should an SMSF be wound up?

The popularity of SMSFs is understandable. The ability for members of a super fund to have contro... read more

Can my SMSF buy my investment property?

A failure to understand property investment rules for SMSFs can have nasty consequences, especial... read more


SMSF Know How - Basics

What is a Self-Managed Super Fund (SMSF)?

-Like other super funds such a... read more

5 more common SMSF mistakes and how to avoid them

1. Separating contributions and pensions

There are strict rules about wh... read more

A list of checklists for SMSF trustees

The main reason many people decide to start an SMSF is for its unique advantage to take more cont... read more


How hard is it really to run your own SMSF??

Tips to help you manage complexity, compliance, costs and capability when it comes to your SMSF.<... read more

10 commandments of DIY super

If you’re running a self-managed super fund (SMSF), then you’re obviously aware that ... read more

SMSF Pensions Qs and As

Paying a pension from a self-managed superannuation fund is not difficult, but you do need to kno... read more


Five things to consider before starting an SMSF this financial year

With a $700 billion market and close to 600,000 funds in operation, more Australians than ever ar... read more

CAN AN SMSF INVEST IN PROPERTY DEVELOPMENT?

The ATO has been sending some mixed messages about property development involving an SMSF, and ha... read more

5 benefits for setting up an SMSF

In the past, most people invested their Superannuation in Retail or Industry Superfunds to which ... read more


Taxation of superannuation funds

What SMSF trustees should know on taxation.

One thing that super funds a... read more

Taxation of super payments to individuals

What SMSF trustees should know on taxation.

There are two ways in which ... read more

Who can make SMSF contributions?

Superannuation strategies for SMSF trustees.

One area where trustees can... read more


Breakdown of selling assets to an SMSF

Superannuation strategies for SMSF trustees.

One of the greatest advanta... read more

The importance of legal review when updating your SMSF Trust Deeds

The provision of individual legal review on your SMSF deed updates is essential to protec... read more

How To Ensure Your Self-Managed Super Fund (SMSF) Remains Compliant

As the trustee of a self-managed super fund (SMSF), you are in control of administering the inves... read more


What needs to be done to maintain a SMSF effectively?

Maintaining your SMSF can be as simple or as complicated as you like. It all depends on how much ... read more

Super Art update – ATO relaxes storage requirements - SMSF Audits

Since 2011 strict restrictions have been in place for self-managed super funds (SMSFs) wishing to... read more

Tax For SMSF Members: What Can I Claim?

As a member (and trustee) of your self-managed superannuation fund (SMSF) it’s important to... read more


MEEP MEEP! Speed Up Your SMSF Audit!

We are well into the 2018 audit season and the majority of our 2017/2018 audits are being complet... read more

SMSF Trustee Responsibilities. You need to consider this before setting up a SMSF

One of the key drivers of the growth of self-managed superannuation funds (SMSF) is the a... read more

What you must know prior to setting up a self-managed super fund (“SMSF”)

A self-managed super fund (“SMSF”) can sometimes be the best way to manage your retir... read more


SMSF Property Investment - The Essential Guide

Investing in property through a self-managed super fund (SMSF) has grown in popularity in recent ... read more

Guide To Setting Up An SMSF

The number of self managed super fund's in Australia has surged in recent years with many stating... read more

SMSF Changes 30 June 2017

The 2016 end of financial year is almost upon us and with the numerous critical changes to be imp... read more


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