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.
Make sure you get the right SMSF lending advice. Send us a message or call SMSF Loan Experts on 1300 781 680.
SMSF Loans
SMSF Loan Refinance: Refinancing Property Investment
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
SMSF Loans Rural Property: Buying a Farm with Your Super Fund
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
Human Error: Missing details can compromise your SMSF Tax Return
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
Tax Deductible: Buying insurance with an SMSF
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
Millennials Leading the SMSF Surge
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
The Cost of SMSFs vs Public Offer Funds
Long has lived the notion that SMSFs are over-priced and over-complicated unless the balance is north of $500,000 – but times are changing. SMSFs are now proving their strength in the cost-competitive arena. Industry research found that funds with balances of only $200,000 are as cost-competitive as … [Read more...] about The Cost of SMSFs vs Public Offer Funds
Lost Your Deed? It’s Best to Create a New Fund
As we pass through the self-managed super fund (SMSF) Annual Return (SAR) season, it’s likely you recently went through the process of locating all of the required information and documentation in order to prepare your SMSF tax return. Did you find the original copy of your SMSF Trust Deed? And have … [Read more...] about Lost Your Deed? It’s Best to Create a New Fund
It’s Time to Update Your SMSF Investment Strategy
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
Is Your SMSF Offset Account Compliant?
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?
