Archive | SMSF Strategies

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Heed my problems borrowing in my SMSF

Even for this experienced SMSF technical services executive, the tighter rules for borrowing in his SMSF brought some unexpected problems. It’s much harder now than most people realise.

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Latest SMSF updates from the ATO

The ATO has issued an update on illegal early release of super, when an SMSF is worth having, reporting obligations and trustee checklists. Make sure you stay on top of the rules.

lifecycle funds

Understanding disability insurance in super

Disability insurance can be either inside or outside of superannuation. There are premium, payout amount and tax consequences of those decisions that should be analysed to achieve the best cover.

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