What’s the most bizarre SMSF investment you have seen?

What’s the most bizarre SMSF investment you have seen?

One of the great attractions to self-managed super funds is the investment choice that is available over other types of super funds.  Whilst statistically, SMSFs predominantly hold Australian shares, cash and deposits, this does not preclude many funds have a more unusual investment strategy to save for their retirement.  The choice of asset as part … Continue reading »

Announcements / SMSF / SMSF Compliance / Trustee education

Exposure draft released on consideration of Insurance, Separation of Assets and Valuation of Assets at Net Market Value for SMSFs

The Super System Review submitted to Government back on 30 June 2010 made several recommendations to improve the operation and regulation of the self managed super fund sector. Many of these recommendations were accepted by Government and formed part of the Stronger Super reforms to take effect from 1 July 2012.  We have now seen … Continue reading »

SMSF / SMSF Compliance / Trustee education

Setting up a Self Managed Super Fund

After making the decision to setup a self-managed super fund, there are a range of important decisions and steps about how to structure and operate your fund to get it started. When setting up a self-managed super fund, you take on the role of either a trustee or director of a company which acts as the … Continue reading »

Professionals / SMSF / SMSF Strategy

10 things you need to know about using SMSF Reserves

There appears to be a great deal of mystery surrounding the use of reserves inside a SMSF.  Whilst many thought the abolition of RBLs was the death of SMSF reserves, this is certainly not the case.  For SMSFs, there are a range of strategies available that can utilise reserves to deliver exceptional client outcomes. Section … Continue reading »

SMSF Compliance

8 things you need to know before setting up an SMSF

The decision to take control of your superannuation and establish a Self Managed Super Fund will be one of the most important financial decisions that you will make.  Not getting it right can simply get you lost and unsure of which direction you need to turn. For many people, an SMSF can be established without … Continue reading »