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
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.
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
One key difference between self-managed super funds (SMSFs) and retail or industry super funds is that SMSFs can invest directly in residential or commercial properties. But just because you can do that with your SMSF, does it mean it’s a good idea? Read on to find out. SMSF property … [Read more...] about Is Property Inside an SMSF a Good Investment?