What SMSF trustees need to know about the new ATO penalties

Up until recently, the Australian Tax Office (ATO) had very few arrows in its quiver to ensure SMSF trustees complied with the law. Where contravention of the law occurred, the ATO could do little...

Recognising what your SMSF administrator leaves out is as important as knowing what you get

Whether you're one of the 2,500 investors starting a new SMSF this month or already belong to the one million-plus existing members, chances are you’re aware of the sheer number of professionals –...

Starting a SMSF: The most common questions

Individuals often ask me the same questions when looking into starting their own self-managed superannuation fund (SMSF). Below is my list of the most common questions for SMSF beginners, and answ...

What happens to my superannuation when I die?

I often receive enquiries about death benefits and superannuation so I thought I’d address it in an article for everyone to refer to. Just a forewarning though – the death benefit rules can be qui...

The potential risks of starting an SMSF

While exploring the option of managing your own retirement savings, you will encounter many questions that require answering. I have prepared below a few topics that should help guide you on your ...

When is the right time to start an SMSF?

There's an array of factors that could impact your decision around when to start an SMSF. While there are some legal barriers to opening an SMSF (such as being over the age of 18), other considera...

How to take full advantage of franking credits

It’s important to gain a solid understanding of  franking credits (or imputation credits) and how they work, as they can be most advantageous to an investor’s returns (particularly for super funds...

[WEBINAR] What you need to know about starting your own SMSF (45:21)

There’s a reason why over one million Australians choose to manage their own superannuation fund. They save money on fees and tax, have more control over their financial future and can invest in p...

When can you withdraw your superannuation?

Superannuation is money saved for retirement and this means that most people will not access it until such time. I've outlined below the laws around when you can access your superannuation. Condit...

Superannuation: what you need to know this financial year

The laws around superannuation are constantly changing. Whether you're an SMSF trustee, thinking about becoming one, or simply contributing via your employer, it's important to stay on top of thes...

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