Archive for June, 2015

Here are a few ideas for holding on to your SMSF clients.

How financial advisers and accountants can retain SMSF clients

June 30, 2015
admin

If accountants and financial planners want to hang on to their SMSF clients, they’ll have to differentiate themselves from the pack.

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When you're ready to hang up your hat, will you have to pay tax on your savings?

FAQ: Will I pay tax when I draw on my super balance?

June 29, 2015
admin

When you start drawing from your super, the last thing you want to do is lose too much of your savings to tax. Read on to find out how to avoid doing so.

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Individual or corporate trustee structure - which do you choose?

FAQ: Should I set my fund up with a corporate trustee or individual trustees?

June 29, 2015
admin

When starting an SMSF, you’ll have to choose between an individual and corporate trustee structure. We answer a few questions surrounding both.

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When exactly can you start drawing from your super?

FAQ: When and how can I access my super money?

June 29, 2015
admin

In this FAQ, we explain what the preservation age is, how you can access your super before turning 65 and other common questions.

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Your investment strategy is an essential document for your SMSF.

FAQ: What is an SMSF investment strategy?

June 29, 2015
admin

An investment strategy is required by the ATO for every SMSF. What goes into it and who can help you create one in the first place?

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If your SMSF has been around a while, you might consider reviewing your trust deed.

FAQ: My fund is 10 years old – should I get my deed reviewed?

June 29, 2015
admin

In between now and 10 years ago, superannuation laws have changed significantly. In order to keep up, you might consider reviewing your trust deed.

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As with many things, going Australian-made for your SMSF service provider is a wise choice.

The benefits of working with an Australian SMSF service provider

June 22, 2015
admin

Some people think they’re making a smart decision by outsourcing¬†SMSF work to offshore providers. Here’s why they should choose Australian instead.

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Investing in art is allowed under SMSF, but with specific rules attached.

FAQ: Can my SMSF invest in exotic assets?

June 22, 2015
admin

With an SMSF, you have the freedom to invest your super savings into more unorthodox assets like artwork. What are the rules around doing so?

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Cloud services provide you with a number of useful benefits when it comes to your SMSF.

3 ways your SMSF could benefit from cloud computing

June 16, 2015
admin

Cloud computing isn’t just something businesses can take advantage of. It can also provide vital help to the trustees of SMSFs.

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