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SMSF

Avoid these 4 top SMSF mistakes

Ensure you avoid these 4 common breaches. (A breach occurs when a fund fails to comply with the Superannuation law). • Loans made to related parties • More than 5% in-house assets (related party investments, with some exceptions) • Assets not held in the correct name • Documents requested by auditors were not provided When [...]

By |2017-02-07T14:06:54+11:00August 9th, 2015|Categories: Featured, SMSF, SMSF Audit|
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What is a SMSF and how would it benefit me?

Self-managed super funds (SMSFs) allow people to control their own super investments for their retirement. If you set one up, you’re responsible for running it in accordance with the law and reporting to the ATO on its operation. Benefits of a SMSF include: Control over your investments. More investment flexibility. Lower fees on average than [...]

By |2018-09-14T15:22:35+10:00March 24th, 2015|Categories: Blog, Featured, SMSF|Tags: , , |
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