See this page: http://www.smsfwarehouse.com.au/smsf-estate-planning/ Estate planning, or SMSF wills, are becoming more topical. See the new content we posted on this page.
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 […]
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 […]
We have some videos that can help you to get a general understanding about a Self Managed Super Fund. Our videos cover topics such as bank account, auditing, ATO the regulator, Insurance and so on.
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 […]