SMSF Education

Self-Managed Super Fund Education

The information within this Resources section has been gathered from a variety of external sources and is made available to help you learn more about SMSF’s. It is not intended as advice and we recommend that you seek professional advice before making any decisions based on any of these resources.

  • The Pros and Cons of an SMSF

    An SMSF is more flexible than other types of funds and allows you to have greater control over your investments, however they are not appropriate for everyone. This article examines some of the advantages and disadvantages of an SMSF.

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  • Why use a Corporate Trustee

    A corporate trustee offers a number of important advantages compared to using individual trustees.

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  • SMSF Trustee Requirements

    This article addresses a number of trustee requirements, including issues for single member funds and members travelling overseas for extended periods.

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  • SMSF Investment Rules

    There are seven key investment rules that trustees of a SMSF must adhere to at all times.

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  • Limited Recourse Borrowing Arrangements

    Borrowing through your SMSF has several advantages but there also are a number of restrictions that you need to be aware of.

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  • In-house Assets

    The in-house asset rules are complex and failure to comply with them can result in significant penalties, including your fund losing its tax concessions.

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  • Acquisitions from a Related Party

    There is a general prohibition on acquiring assets from related parties but there are a number of exceptions to the general rule.

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  • Use of reserves in an SMSF

    The use of reserves can offer a number of potential benefits to SMSF trustees in certain circumstances.

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  • Superannuation Death Benefits

    This article examines what happens to your superannuation in the event of death, as well as what tax may be payable on it.

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  • Estate Planning

    Estate planning is much more than having a Will and very often non-estate assets are overlooked.

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