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
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
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