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
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.
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
Australia’s treasury has recently published the fifth Intergenerational Report. Whilst it strongly details Australia’s economic challenges, the report also shines a spotlight on the benefits of owning a property in your self-managed superannuation fund. Keep reading to find out how accessing an … [Read more...] about SMSFs Take Centre Stage in the Treasury’s Intergenerational Report
An exciting milestone has been reached on the journey to allowing you to have more members in your SMSF and to contribute more to super – for longer! On Thursday the 17th June, both houses of parliament passed the bill to increase the number of members allowed in an SMSF and also the measures to … [Read more...] about What the Changes to the Bring-Forward Measures and 6-Member Bill Mean for You
As another financial year comes to an end, it's time to ensure that your Self-Managed Super Fund is compliant and end of financial year ready. We’ve made SMSF EOFY administration as streamlined as possible by compiling a helpful checklist: Contribution Caps If your Self-Managed Super Fund is in … [Read more...] about EOFY Checklist
Holding direct property is one of the main drivers for investors choosing to start a self-managed super fund. With SMSF loans available to purchase property and super-charge the growth of your investment, it’s no wonder many Aussies are thinking about buying real estate with SMSF. But not all … [Read more...] about Buying Property With SMSF — Types of Property Available in Super
If you’re a business owner with an SMSF, it’s possible to become your own landlord and take advantage of tax and super benefits. Do you rent a commercial property for your business to operate out of? Imagine if all the rent you pay was going straight back into your own pocket. If your SMSF buys a … [Read more...] about Benefit Your Business and Your SMSF by Becoming Your Own Landlord
If you’re like the many other SMSF members who primarily hold property in their super fund, you may be breaking superannuation laws and exposing your fund to high levels of risk. But don’t panic — there are steps you can follow to ensure your SMSF remains compliant while minimising risk. Can my … [Read more...] about If You Hold Property In Your SMSF, You Could be at Risk
Superannuation is a long-term game. You’re investing to fund your retirement, so depending on how far away you are from retirement, your investment horizon is likely going to be quite broad. When actively investing in an SMSF — whether in an NDIS property investment, art, stocks or commercial … [Read more...] about When Can I Access My Super?
If you’re wondering if you can renovate your SMSF investment property, the short answer is ‘maybe’. The long answer depends on a few different factors, including what type of renovation you’re looking to do and the source of your funds. Choose your scenario below for more details on renovating your … [Read more...] about Common Mistakes To Avoid When Making Improvements To Your SMSF Property