Self Managed Super & Retirement
How To Keep Your SMSF Compliant Even While Travelling
Are you an SMSF trustee who loves to travel? Sounds like a great lifestyle, however you need to be aware that there can be negative consequences if you are out of the country for too long. If you are a trustee and you relocate overseas for an extended period, the residency status of the SMSF, […]
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Setting Up An SMSF | What You Need To Know…
Is an SMSF right for you? Australians are offered many tempting tax incentives to save for their retirement via the superannuation system. You can choose between superannuation funds that can manage your savings for you or the do-it-yourself option of a self-managed superannuation fund (SMSF). However, managing your own retirement savings is a huge responsibility […]
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SMSFs | Individual or Corporate Trustee? Part 2
Liability of the trustee If an individual trustee is subject to litigation, their personal assets may be exposed if their right of indemnity against the SMSF is not sufficient to discharge the liability. However, if a corporate trustee goes into liquidation, only the company’s own assets are at risk while the fund’s assets are afforded […]
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SMSFs – Individual or Corporate Trustee? Part 1
Most SMSFs operate under individual trustee … Nearly 80% of recently established self managed superannuation funds (SMSFs) operate under an individual trustee structure rather than a corporate trustee arrangement, according to statistics released by the ATO. Data shows corporate trustee is the less popular option but does that mean it is the less wise choice? […]
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SMSF Questions And Answers
Frequently asked questions about self managed superannuation funds In recent years one of the most popular topics our clients want to discuss with us is their eligibility to have a self managed super fund, so we have compiled a list of questions asked by our clients and by the clients of our industry peers. We […]
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Self-Managed Super Fund – Can You Manage It Yourself?
Can I manage my own SMSF? Recently, a self-managed super fund (SMSF) has become almost a fashion accessory and sometimes a status symbol among friends and colleagues. There’s no doubt SMSF provides ‘mum and dad’ investors flexibility and control over their super fund. BUT, is managing your own SMSF the best strategy for non-professional investors? Do non-professional investors […]
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