Each year, trustees of self-managed super funds (SMSFs) must value the fund's assets at their 'market value.' Before you submit your SMSF annual return (SAR), your fund's SMSF auditor must verify that the assets are valued correctly. They will also assess and document whether the valuation basis is … [Read more...] about Valuing SMSF Assets for Tax Purposes
15 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 Property Investment
Can I Use My Super to Buy a House in Victoria?
Using superannuation to buy a house in Victoria might seem like an appealing option, but there are specific rules and schemes you need to understand. Here’s a comprehensive look at how you might leverage your superannuation for property purchases in Victoria. Can I withdraw my super to buy a … [Read more...] about Can I Use My Super to Buy a House in Victoria?
What is MyGov and how do I use it for my SMSF?
The myGov portal is designed to be a straightforward and secure way to access government services online. It offers Australians a single online portal for accessing various government services with just one login and password. Your home page gives you access to an inbox that serves as a central … [Read more...] about What is MyGov and how do I use it for my SMSF?
Buying Vacant Land With an SMSF
Exploring the potential of buying vacant land with your SMSF can open up avenues for strategic investment. While the option exists to secure vacant land through SMSF loans, it's essential to understand the limitations and regulations that accompany such investments to ensure you’re maximising the … [Read more...] about Buying Vacant Land With an SMSF
Can I Buy a House With My Super in NSW?
Dreaming of homeownership and wondering if your superannuation can help you achieve it in New South Wales? While superannuation is primarily designed for retirement, there are avenues that may allow you to leverage your super funds for housing-related purposes. In this article, we look at … [Read more...] about Can I Buy a House With My Super in NSW?
Guide to Starting Your Pension Before Selling SMSF Assets
Embarking on your "retirement phase" pension within a self-managed super fund (SMSF) is an exciting step. If you're thinking of beginning this phase before selling SMSF assets, this guide serves as a starting point for what to consider and how to navigate the process. Starting a Pension Before … [Read more...] about Guide to Starting Your Pension Before Selling SMSF Assets
Tax Deductions for Real Estate in SMSFs
Real estate owned by SMSFs can be eligible for tax deductions. We look at relevant concessions and tax deductions tied to different types of properties under an SMSF setup. What Types of Properties are Eligible for Tax Deductions? Various property types within SMSFs come with their tax benefits. … [Read more...] about Tax Deductions for Real Estate in SMSFs
Can I Buy a House With My Super in Queensland?
Your superannuation savings are designed to be long-term savings, essentially held in trust for you when you arrive at your preservation age and start your retirement phase. However, many Aussies question whether they can use their super to buy a house. In this article, we discuss how you may be … [Read more...] about Can I Buy a House With My Super in Queensland?
Updating Your SMSF Deed
The Trust Deed plays a paramount role within self-managed superannuation funds (SMSFs), serving as the fundamental document that delineates the regulations governing your fund's operations. The landscape of the superannuation industry, including superannuation legislation, has undergone substantial … [Read more...] about Updating Your SMSF Deed
SMSFs and Investing in Rental Properties: What You Need to Know Before Choosing an SMSF Investment Property
A common investment choice amongst SMSF trustees is to purchase direct property within their fund. Whether it be a commercial property purchase, or residential property on the Australian real estate market, property investment within the self-managed super fund environment may provide both capital … [Read more...] about SMSFs and Investing in Rental Properties: What You Need to Know Before Choosing an SMSF Investment Property
