Self managed super funds and lending

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Have your clients with SMSFs loaned money from their fund? If so, remind them to make sure that the loan terms comply with the law and are in the best... Read more continue reading

An industry first for SMSFs & share trading

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The missing link in efficient online SMSF administration is to get today’s transactions up onto a trustee’s portal for access by tomorrow…and to do it accurately, the first time. In... Read more continue reading

Multiport SMSF Investment Patterns Survey June 2011

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To get a closer insight into where Self Managed Superannuation Fund (SMSF) trustees invest, Multiport regularly undertakes an analysis of its SMSF investments to analyse investment trends. The survey covers around 1,600... Read more continue reading

A Short Morality Play – The Triway Super Case

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A recent decision of the AAT has highlighted certain basic rules when operating an SMSF. The facts of the case are very straightforward. A couple, at the urging of their... Read more continue reading

Leading strategist says ‘member as lender’ borrowing strategy may help SMSFs avoid excess contributions problem

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Financial planners should consider a ‘member as lender’ strategy to help SMSF clients who have contributed up to the limits of the super contribution caps but wish to contribute more... Read more continue reading