Blog & Resources

Stay Up to Date!

News

Superannuation death benefit limitations

Superannuation death benefit limitations

SMSF trustee's need to take special care when paying death benefits as you are responsible for ensuring that the payment rules are met. Strict rules apply, affecting who can receive a death benefit, the form in which the death benefit can be paid and the timing of...

Setting up an SMSF – What do you need to consider?

Setting up an SMSF – What do you need to consider?

Setting up a Self Managed Superannuation Fund(SMSF) can be complicated.  Not getting it right can materially affect your financial situation and retirement plans. The first question you need to be sure about is whether an Self Managed Fund is the right fit?  Seeking...

Is your SMSF adequately diversified?

Is your SMSF adequately diversified?

Is your SMSF portfolio adequately diversified? The  benefits of a well diversified portfolio are numerous, however one of the key benefits that SMSF trustees should focus on is the of mitigation of volatility and short-term downside investment risks, preserving...

On 1 July 2019 your insurance cover may be changing!

On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals...

EOFY Superannuation Strategies

EOFY Superannuation Strategies

The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. After the introduction of the significant legislative...

Get a FREE eBook on How to buy property

in a SMSF (Coming soon…)

Subscribe

Office

  • Currumbin – Gold Coast
    AUSTRALIA

Contact Us

  • hello@smsfoptions.com
    (07) 5521 0029