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
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.
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
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