Running Your DIY Super Fund
Running your SMSF
As a trustee, you take on obligations to manage your SMSF in accordance with the super laws and the fund’s trust deed. A summary of the things you need to know.
There are two types of contributions that can be made to your SMSF – concessional contributions and non-concessional contributions. What are the rules around accepting contributions and what are the..
When you become an SMSF trustee, you take on the administrative responsibilities. These responsibilities include arranging an annual return and audit, valuing the fund’s assets, record keeping and w..
Super is “super” because it is concessionally taxed. The tax rates on contributions, pensions, lump sum withdrawals, death benefits – and the rules that go with these payments.
Once you’ve set up your SMSF, you’ll need to work out an investment strategy that fits with the retirement goals and circumstances of you and anyone else in the fund.
The super laws have their own set of definitions. What is the definition of a ‘spouse’, a ‘dependant’, an ‘interdependency relationship’?