Category: SMSF

When establishing a self-managed superannuation fund (SMSF), one central decision to be made early on is if the trustee structure is to consist of individual trustees

Managing a self-managed super fund (SMSF) in the event a trustee passes can be a difficult and complicated process. While succession planning may not be

An income stream from your self-managed super fund ensures regular, flexible and tax-effective income as a pensioner. These streams can be received as a series of

Trustees who overlook important details or are reported to the ATO, risk incurring financial, civil or criminal penalties. The role of the trustee should not

You must make a binding death benefit nomination if you want control and certainty over who will inherit your superannuation assets after you pass away.

Family trusts and SMSFs carry their own benefits and disadvantages in providing a way to transfer and manage your family’s wealth. By weighing up the

As the end of financial year is fast approaching, it pays to start thinking about how you can grow your superannuation while seeking some tax breaks.

In the last decade, millennials’ share of superannuation fund balances have more than doubled to 14.6 per cent, according to Roy Morgan data. This means that millennials have the