Executive Manager, SMSF Technical & Private Wealth, SuperConcepts
Many SMSF trustees have great ideas about their fund’s investments and the reasons for what’s happening but it’s all in their head not in writing. Many have completed a standard investment strat..
Let’s use a case study to take you through the confusion that surrounds your transfer balance cap and your total super balance.
Here’s a list of things to keep your eagle eye on and make sure your SMSF records are in good condition to keep the fund auditor and the ATO happy, if they want to take a look.
Bill Shorten’s proposed changes could lead some people to consider winding up their SMSF and putting their money elsewhere.
With the possible increase in self-managed fund members from 4 to 6 from 1 July 2019, is it worth having children as members of the parent’s or ‘family’ SMSF?
Whether the real estate market is up or down or just treading water, the rules about what can and can’t be done in an SMSF continue to cause considerable confusion.