Winding up an SMSF

Written by Hein Preller Posted in SMSF Topics

To close or winding up an SMSF, we have a full page explaining the steps involved. See the steps by clicking on this link.   A summary of the steps involved are as follows: Step 1: All assets must be converted to cash and deposited into the SMSF’s bank account. Step 2: Please transfer the […]

SMSF recent changes for 2013 Financial Year

Written by Hein Preller Posted in News

Summary of superannuation changes Recent changes to SMSF legislation: Changes to the SMSF annual return for 2013 A number of changes were made to the SMSF annual return for the year 2013. The following are the most important: SMSF supervisory levy The timing of the annual payment of the SMSF supervisory levy has been brought […]

Managed Investment Schemes

Written by Hein Preller Posted in Investments

Managed Investment Schemes (MIS) allow investors to access assets that may be financially out of their reach, or to diversify across a broader base within an asset class. MISs are suitable for use within an SMSF, with the following provisions: 1. Your Trust Deed allows investment in MISs; and 2. The Investment Strategy allows for […]

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We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

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Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.