SMSF year-end checklist: Have you done what needs to be done?
As June 30 approaches, it’s time to make last-minute contributions and get your SMSF housekeeping chores done and dusted.
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As if superannuation wasn’t complex enough, when you have a self-managed superannuation fund (SMSF) you take on considerably more responsibility, and it’s essential therefore to have a comprehensive understanding of the current super and SMSF rules.
In this section you can learn about the rules surrounding SMSF administration and compliance, investing through your SMSF and starting an SMSF pension.
You can also discover valuable SMSF strategies, checklists and Q&As.
As June 30 approaches, it’s time to make last-minute contributions and get your SMSF housekeeping chores done and dusted.
If you’ve got time on your hands and a good grasp of the super rules, then doing some of your own SMSF accounting tasks may be worth considering.
Tim Miller from SuperGuardian discusses the most important considerations when planning a pension, potential traps to look out for, and what often can be overlooked.
Take the following 10-question quiz to test your knowledge on the fundamentals of self-managed super funds (SMSFs).
We all make mistakes, but when it comes to your SMSF it’s important to work with the ATO to rectify mistakes or stiff penalties can apply.
Everyone loves to ride in planes, trains and automobiles, but what if you could earn regular income from the infrastructure they depend on? You can, and here’s how.
If there’s one thing certain in life it’s this – things change. If you or another member of your SMSF want to take your leave, strict rules apply.
None of us likes to think about losing mental capacity, but failure to plan for the possibility can have a major impact on the running of your SMSF and its other members.
There are strict rules governing paid work you can and can’t do for your SMSF. Getting it wrong can be costly.
SMSFs paying a pension may be able to reduce the overall tax liability of their fund. We explain how.
Despite periodic criticism that SMSFs lack diversification, there is mounting evidence that proves otherwise.
By using a contributions reserving strategy, SMSFs can potentially double their annual contributions caps in a single year
The performance of SMSFs relative to large APRA funds has always been contested, but new research shows SMSFs are competitive once their balance hits $200,000.
When Dixon Advisory collapsed, it left a trail of aggrieved SMSFs and investment losses. It’s a saga we can all learn from.
If you have a self-managed super fund (SMSF) with a corporate trustee, then you need to be aware of the new requirement to apply for and obtain a Director Identification Number (Director ID).
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