SMSF estate and succession planning: What’s the difference?
When planning who gets what when you die, many people forget about their SMSF. It’s not just about the distribution of fund assets, but who’s in control.
SMSF administration
Real DIY super: How to keep SMSF costs super low
If you’re prepared to do a lot of the grunt work yourself, running your own super fund need not be costly.
Had enough of your SMSF: What are your options?
Running an SMSF can sound appealing when you start out, but as the years pass there are many reasons you may want out. So, what are the alternatives?
Choosing an SMSF service provider
Running your own self-managed super fund has many benefits. But unless you have a high degree of SMSF and investment knowledge, as well as plenty of time available to manage your fund, you’re likely to need some professional help. Here we look at the factors you’ll need to consider before you choose a provider.
What you need to know about six member SMSFs
Legislation is soon expected to pass that will enable larger SMSFs. Are you thinking about adding members? Let us know in our poll.
Six member SMSFs: What to consider
Six member SMSF funds – they sound like a sensible idea, don’t they? Put the family in one super fund, make joint investment decisions, help the children save and heaps more reasons. Why not?
SMSF trust deed health check for 2021–22
Recent changes to superannuation contribution caps and the transfer balance cap make now a very good time to review your trust deed.
TBAR: Transfer balance account reporting for SMSFs
The bar has been raised on the amount you can transfer into a pension account, but don’t get tripped up by the details.
Is your SMSF ready for SuperStream?
As the October deadline looms, SMSFs need to ensure they are ready and able to take rollovers via SuperStream.
Guide to the ATO SMSF supervisory levy
The SMSF supervisory levy is an annual payment that all SMSFs must pay to the Australian Taxation Office (ATO).
The SMSF trustee declaration explained
An SMSF trustee declaration is an Australian Taxation Office (ATO) document that summarises the duties and obligations of an SMSF trustee or director.
SMSF annual admin checklist
Want to avoid an SMSF penalty? Make sure you use our annual admin checklist.
Top 5 mistakes SMSF trustees make with their annual returns
Keep on top of these potential mishaps with your annual return and you should be able to avoid the ire of the regulator.
SMSF trustee meeting event checklist
The minutes from trustee minutes are very important documents for your SMSF. Your auditor will examine them carefully every year and if your fund is ever randomly examined by the ATO, you will be in a much better position if you have comprehensive minutes around all major decisions made for the fund.
SMSFs: What advice can your accountant provide?
While many SMSF trustees turn to their accountant for assistance, they can only provide advice on some SMSF-related matters. To help SMSF trustees navigate this tricky area we’ve compiled a checklist to help you work out if your accountant is the right person to ask for help.
