David Wood from ULTRA106.5FM chats Super with our founder Yannick Ieko, and they discuss what people are doing when thinking about retirement. You can listen to the interview or read the transcript … [Read more...] about Self Funded Super – We have been featured on ULTRA106.5FM!
8 years ago, we saw the need in a growing market for lending experts who specialise in SMSF. Our team now combines years of experience through every aspect of self-managed super funds. Together, we organise more limited recourse borrowing arrangements (LRBA or SMSF loans) in a week than most other brokers or bank branches in a year. Here we share some of our insights as well as SMSF news with you.
Our expertise has been sought by and seen in Australian Broker, the Herald Sun, Money and Mamamia.
If you have your own self-managed super fund (SMSF), it's crucial to ensure your assets will be protected and appropriately distributed after you die. You've been committed to making the best investment decisions for your fund, but it's equally important to include effective estate planning … [Read more...] about How to Make Sure Your SMSF Assets are Protected After You Die
Borrowing to purchase an investment property can provide your self-managed super fund (SMSF) with a range of benefits. However, it’s important to go with a lender who specialises in SMSF lending. Read on to find out why. 1. Legal compliance SMSF borrowing must be done under limited recourse … [Read more...] about The Top 4 Benefits You Get From Great SMSF Lenders
The last two years of COVID-19 restrictions have been challenging for everyone, but it hasn't affected the quality of service that we provide to our self-managed super fund clients at SMSF Loan Experts. Read on to find out all about the excellent service you can expect from us at all times, COVID … [Read more...] about SMSF Australia: Loan Experts Providing Excellent Service Amid Pandemic
One of the key benefits of having your own self-managed super fund (SMSF) is the ability to invest in property inside super (taking advantage of the concessional super fund income tax rate of only 15%), provided you comply with relevant legislation. Other types of super funds (such as retail, … [Read more...] about SMSF Loan Refinance: Refinancing Property Investment
Did you know that you can buy a farm with your self-managed super fund (SMSF)? A 'tree change' has been on the cards for many Australians over the past couple of years, looking to access fresh air, start their own farm and avoid COVID ridden cities. While it's little wonder why people are drawn to … [Read more...] about SMSF Loans Rural Property: Buying a Farm with Your Super Fund
If you’re one of the more than 1 million Australians with a self-managed super fund (SMSF), there are a few key issues to keep your eye on in 2022. Read on to find out what they are. Your investment strategy It’s a volatile time at the moment in investment markets as economies and businesses … [Read more...] about Key Self-Managed Super Fund Points for 2022
If you're new on the SMSF scene or have an outstanding return from last year, then your fund's SMSF Annual Return (SAR) due date is just around the corner — but are you going to be to blame for a non-complying status or penalty? We want to ensure that you can lodge your SMSF's annual return with … [Read more...] about Human Error: Missing details can compromise your SMSF Tax Return
As a responsible SMSF trustee, you would be reviewing your fund's investment strategy yearly; but are you properly reviewing your personal insurance when doing so? Considering your fund's insurance strategy can prove far more valuable than just a legal 'tick-and-flick' exercise, helping you protect … [Read more...] about Tax Deductible: Buying insurance with an SMSF
The SMSF landscape has changed drastically over time, and never more rapidly than now, as Millennials jump on board a landscape that was previously dominated by Baby Boomers. According to industry experts, the rise of SMSFs being established by our Millennial population is set to continue. You may … [Read more...] about Millennials Leading the SMSF Surge