SMSF trustee checklist when borrowing to buy a property

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It is essential to have the necessary cash flow inside the SMSF to fund the ups and downs of investment property ownership. This SMSF trustee checklist can be useful when... Read more continue reading

Is your SMSF trust deed up to date?

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The end of financial year is fast approaching and in light of the Fair and Sustainable Superannuation Changes it’s important for trustees to be assured their SMSF trust deed is... Read more continue reading

Benefit payments rise dramatically ahead of July 1 super changes

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SMSF trustees looking to take advantage of the current rules around non-concessional caps have significantly increased benefit payments, according to the latest SuperConcepts SMSF Investment  Patterns Survey. In the March... Read more continue reading

Does an SMSF cease to be compliant if its members go overseas?

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Frank and Mary want to go overseas for a while to work in England. They’re told that they need to ensure that their SMSF does not become a non-resident fund... Read more continue reading

NowInfinity: Time to update your clients’ trust deeds  

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NowInfinity is urging advisers to review and update their clients’ trust deeds now in order to meet the new super reforms that will be effective from 1 July 2017. NowInfinity... Read more continue reading

Can an SMSF invest in gold?

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Gold jewellery and gold coins/medallions will certainly come under the stricter rules prescribed by SIS Regulations. A recent client enquiry led us to take a closer examination of the types... Read more continue reading

Shedding light on the ATO’s new compliance approach

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Setting up a self-managed super fund (SMSF) can be quite daunting, especially since the responsibility for ensuring compliance with superannuation laws rests with the trustees of the Fund. As the... Read more continue reading

Is art appropriate for your self-managed superannuation fund?

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Art can be an attractive alternative investment, with many people buying it because of their passion and its scarcity. But, is it appropriate for your self-managed superannuation fund? Ordinarily we... Read more continue reading

Five reasons why retail investors should consider infrastructure

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Infrastructure is growing in popularity among retail investors including self-managed super fund (SMSF) trustees as evidenced by the approximately 300 people who attended yesterday’s AMP Capital webinar on the asset class.... Read more continue reading

High-yielding commercial property a good fit for SMSF portfolios

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With unlisted commercial property funds generating yields of more than 6% per cent and a strong long-term growth outlook for the sector, commercial property should be considered as a core... Read more continue reading