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Day: 29 June 2015

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

All SMSFs require a trust deed, which sets out the governing rules for the operation of a given fund. Along with abiding by superannuation legislation, trustees are also required to follow the rules set out in the trust deed.

FAQ: What is an SMSF investment strategy?

Every SMSF requires an investment strategy. To put it plainly, an investment strategy is a document that details what the SMSF is going to invest in and why.

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

The superannuation system was established to assist individuals with their retirement plans and so, for the majority of us, our superannuation benefits are ‘preserved’.

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

If you run an SMSF, there will come a point where you draw on your super balance and enjoy the fruits of your labour.

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

When thinking about setting up an SMSF, you need to decide whether you want to have individual trustees, or a company trustee where you would be a director.

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SMSF_AWARD_2022_Seals_HC__SMSF Audit Providers
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GENERAL: 02 6230 4663
AUDITS: 1300 770 149 

CANBERRA
Level 1, 5 Torrens Street,
Braddon ACT 2612

SYDNEY
Suite 902, 28 Foveaux Street,
Surry Hills NSW 2010

BRISBANE / GOLD COAST
5GB / 270 Lahrs Road,
Ormeau Qld 4208 

SMSF_AWARD_2022_Seals_HC__SMSF Audit Providers
SMSF_AWARD_2022_Seals_HC__Administration Platform

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