Self Managed Super Funds - February 28th The Queensland Seniors Card: How it works and how to get one Our guide to the Queensland Seniors Card, including a roundup of the benefits it provides, age and other eligibility requirements, and how to apply for one.
Self Managed Super Funds - April 24th What is the Superannuation Industry (Supervision) Act (the SIS Act)? You super is ruled by the Superannuation Industry (Supervision) Act. We take a look at what that is and what it could mean for you.
Self Managed Super Funds - April 4th A guide to superannuation splitting with your spouse Super splitting is one method couples can use to help distribute superannuation contributions between their accounts, potentially helping to ensure both members get the most out of their retirement nest eggs. So how does super splitting...
Self Managed Super Funds - March 14th Can I make super contributions while working overseas? Planning to make super contributions to your Australian super fund can be a good idea if you’re working overseas – it’ll help your super grow and prevent it becoming "lost".
Self Managed Super Funds - February 16th What is a binding death benefit nomination? If you want to make sure who gets your super money when you die you need to nominate who are the beneficiaries. So how does that work?
Self Managed Super Funds - August 22nd An overview of capital gains tax for SMSFs If you're the trustee of a self-managed super fund (SMSF), it's important to understand how your fund's returns may be affected by capital gains tax. Here's an overview.
Self Managed Super Funds - August 2nd Capital gains tax and superannuation: How does it work? Do you know how capital gains tax applies to money or other assets in your super account or self-managed super fund? Find out more.
Self Managed Super Funds - July 11th What is a self managed super fund and how does it work? Self-managed super funds (SMSFs) are an increasingly popular way to manage retirement savings, but they’re not suitable for everyone. So how to check if one’s right for you?
Self Managed Super Funds - June 13th What is a testamentary trust? A testamentary trust can assist in controlling any inheritance you would like to pass to your beneficiaries. We explain how it works.
Self Managed Super Funds - June 7th How much does a financial adviser cost? Are you thinking about seeing a financial adviser, otherwise known as a financial planner? Here’s how much it could cost you.
Self Managed Super Funds - May 6th Super fund ABN: How to lookup your super fund ABN You need to know your super fund's ABN to make sure any contributions go to the right place. So what is an ABN and how to find it?
Self Managed Super Funds - December 1st Self-managed super fund rules There are complex rules you need to follow if you want to keep your SMSF compliant. Here’s an overview of what they are, with insights by an expert.
Finance News - December 1st SMSF trust deeds: a guide If you’re considering setting up a self-managed super fund (SMSF), one aspect to consider is the trust deed. We explore what a trust deed is and how it works.
Self Managed Super Funds - November 17th What is the Sole Purpose Test? All superannuation funds must make sure the sole purpose of any decision they make is in the best interests of their fund’s members.
Self Managed Super Funds - October 28th What to do when you retire: now you have the time You’ve worked all your life for this but now you’re retired, what to do with your time? Here’s a few tips to help you get started in your retired life.
Self Managed Super Funds - October 28th SMSF loan interest rates SMSFs can borrow to invest under strict conditions. The catch is that SMSF loan interest rates can be higher than for traditional borrowers.
Self Managed Super Funds - October 14th An advisor’s insight into SMSF setup fees & costs Thinking about setting up an SMSF? An advisor explores SMSF costs and what a minimum viable SMSF balance might be.
Self Managed Super Funds - October 8th What does an SMSF administration firm do? Here’s a rundown on self managed super fund (SMSF) administration firms and how they may be able to help you and your SMSF.
Self Managed Super Funds - October 5th Should your SMSF invest in a collection? The pros and cons of collectables If owning a collection is something that appeals, then you might consider doing so as part of a self-managed super fund (SMSF). But you need to look carefully at the rules on what you can and can’t do with a collection in an SMSF.