Award-winning and with over 30 years’ experience, SuperConcepts is a leading provider of administration, software and education services to the self-managed superannuation sector. Servicing more than 69,000 funds, we are a proven and expert partner for SMSF trustees, advisers and accountants across Australia. See www.superconcepts.com.au.
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A significant compliance breach can materially affect the tax effectiveness of your SMSF, so check you are complying with these seven steps and stay on top of the administration and obligations.
In considering whether setting up an SMSF is the right decision for you, weigh up compliance obligations and cost with the main advantages SMSFs offer over other super funds. The 6 key positives are enumerated here.
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.
What to do if super guarantee payments from multiple employers, combined with salary sacrifice arrangements, have resulted in a breach of the concessional contribution cap.
A couple can benefit if the person running against the $1.6 million cap on super pension balances contributes to the spouse’s super. It’s worth checking the eligibility requirements and tax offsets.
With the maximum number of members in an SMSF likely to increase from four to six, weigh up the pros and cons when deciding if an increase is in the best interests of all members.
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The latest findings from the SuperConcepts SMSF Investment Patterns Survey revealed a spike in the allocation of lump sum versus pension payments in the first quarter of 2018 – a reversal of trends from previous quarters.
This report, prepared by the SMSF Centre of Excellence, investigates some behavioural factors that contribute to the asset allocation decisions of SMSFs and how they can be overcome.