Category Archive for "Trustees"

FAQ: Can I transfer my BHP shares into my SMSF?

August 5, 2015
admin

Yes, you are able to transfer your BHP shares into your SMSF as long as they are transferred at market value. Although SMSF trustees are generally prohibited from buying assets from members or related parties; an exception exists where trustees…

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FAQ: I am 45 and have just lost my job. Can I access my super to see me through until I find another job?

August 5, 2015
admin

It is common for people to start looking at their superannuation balances when under financial stress, however although it is your personal superannuation account, it is generally difficult to withdraw any benefits until retirement. For most of us, our superannuation…

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SMSF related party leases and a tenant fit-out

August 4, 2015
admin

A great advantage of an SMSF investing in business real property is that the trustee is able to lease the property to a member or a related party tenant.  This article explores some advanced topics regarding related party tenants and…

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Top 4 things to put on your end of financial year to-do list

July 8, 2015
admin

The end of the financial year can be stressful for SMSF trustees and their advisers alike. Here are the top four things you need to make sure get done.

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What superannuation changes are on the horizon?

July 8, 2015
admin

While plenty of potential changes to super are being discussed, trustees should remember that super is still the most tax-effective option for their money.

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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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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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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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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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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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