Why poor SMSF planning will leave less for your heirs
A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift. For self-managed super funds, now numbering around 600,000 and
Stocks, crypto and property a big focus for younger SMSF investors
Millennials and Generation Z SMSF investors are mainly focused on investing in stocks, property and cryptocurrency, according to a survey by a social investing network.
Planning your exit: A guide to SMSF succession planning — Part 2
This article is part of a series of articles on SMSF succession planning. In Part 2 of the series we examine the tax considerations that
Planning your exit: a guide to SMSF succession planning — Part 1
What is SMSF succession planning? Succession planning is a critically important aspect of successfully operating an SMSF, though it is often overlooked. Every SMSF member
Protecting your SMSF assets
It is essential that self-managed superannuation fund trustees make sure that all the accounts and investments are held in the right name. It sounds obvious,
Director IDs and Corporate SMSF Trustees
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
ATO statistics reveal pandemic’s impact on SMSF investments
The financial impact of COVID saw the majority of SMSFs record either zero or negative returns for the 2019-20 income year, according to the ATO’s
Transferring Super to your spouse or partner
There are a few ways to transfer super to your spouse or partner, but you need to understand the correct way to do so and
