With the market turbulence of COVID-19 finally stabilising, have you looked to update your self-managed super fund (SMSF) investment strategy? Not only is an appropriate strategy compulsory for SMSFs, but a dynamic and relevant investment strategy can be the driving force to ensuring your retirement … [Read more...] about It’s Time to Update Your SMSF Investment Strategy
SMSF Loan, Investment & Property News
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.
One key difference between self-managed super funds (SMSFs) and retail or industry super funds is that SMSFs can invest directly in residential or commercial properties. But just because you can do that with your SMSF, does it mean it’s a good idea? Read on to find out. SMSF property … [Read more...] about Is Property Inside an SMSF a Good Investment?
When used correctly, offset accounts can have huge benefits for SMSF loans. However, due to the complex nature of limited recourse borrowing arrangements (LRBA), there are dangers to offset accounts if they're not structured correctly. How does an SMSF loan work? The Superannuation Industry … [Read more...] about Is Your SMSF Offset Account Compliant?
In all of the media hype around the doom of coronavirus and its economic impact, it can be tricky to see the rainbow through the cloud of misery – but Australia’s property market is shining a ray of sunshine on SMSF property investment. If you’re still struggling to see the potential pot of gold … [Read more...] about How our lockdowns could see SMSF property investment lift
Learn more about the basics of an SMSF setup 1. Have more control over your investments. 2. Access to wider investment options like property. 3. Get greater tax incentives. 4. Have the opportunity to maximise returns so that you can reach your retirement goals faster. 5. Have lower … [Read more...] about SMSF Setup Guide Video
In the growing pool of information out there on self-managed super funds, it can be confusing to determine exactly what the benefits of SMSF are and how they can work for you. From complicated tax rules to foreign terminology, translating the advantages of self-managed super fund (SMSF) ownership … [Read more...] about 5 Reasons to Consider a Self Managed Super Fund
There are many important decisions to be made when you own an SMSF, including who acts as the trustee of your fund. As you may expect, there are some strict rules about who can become an SMSF trustee and their responsibilities. If you’re unclear on the rules and responsibilities of SMSF … [Read more...] about What are the responsibilities of an SMSF Trustee, and who can be appointed as one?
Finding a suitable home when you’re an Australian with a disability has been a perpetually uphill battle. Purchasing a home with the appropriate fit-outs — such as Assisted living technology, height appropriate benches and windows, safe wet areas, hoists, and features for people requiring high … [Read more...] about Gaining Exposure to NDIS Investment Properties
The changeover of the new financial year has likely prompted you to start preparations for your income tax return or business activity statements, but are you up to speed on what’s required for your SMSF Audit? Self-managed super fund ownership brings with it many responsibilities of which blissful … [Read more...] about Guide to SMSF Audits
The new financial year is upon us. With it comes a suite of changes to various superannuation caps and thresholds, which open the door to new strategic opportunities for your SMSF. We give you the heads up on why you should be conducting a contributions check-up this financial year. What changes … [Read more...] about Why you should be conducting a Contributions Check-Up for your SMSF this Financial Year