What to do when you've paid of your SMSF LRBA
This came up as a practical question from one of our staff to the head of compliance at We Love SMSF, and it prompted me to write this...
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Capital Gains and SMSFs: The Impact of Starting a Pension at the Right Time.
Today, many SMSF members are aware that once their fund begins paying "retirement phase" pensions, it no longer has to pay income tax on...
Owning Your Business Property in a SMSF
If you are interested in both Property and run a business, a common approach taken by numerous small business owners is to have their...
Questions to Ask Yourself Before Considering an SMSF Property Investment
I've been receiving numerous inquiries about SMSF loans for property investment, and we've been hosting educational seminars on this...
Trusts 101 – A Guide to Understanding Trusts in Australia
Trusts are a popular legal structure in Australia, used for various purposes such as asset protection, tax planning, and estate...
TBAR Reporting for SMSF Trustees: Key Updates and the $1M Carve-Out Explained
SMSFs that have no members with a total superannuation balance (TSB) of $1 million or more will be able to report TBC transactions...
Updated Guide to Tax Benefits of Using an SMSF Withdrawal and Re-Contribution Strategy
The thought of leaving (when you cross the Jordan) loved ones with a substantial tax bill is something many may not consider....
Divorce in your 50’s, 60’s & 70's with an SMSF and/or Small Business to deal with?
Hugh Jackman and Deborra-Lee Furness have separated after 30 years of marriage, joining the ranks of other high-profile splits like Bill...
Understanding the New Division 296 Tax on Superannuation Balances Over $3 Million
The Australian government is set to introduce a new tax measure, known as Division 296, targeting superannuation balances exceeding $3...
Navigating SMSF Property Investments: Maintenance vs. Improvement
I often get asked about the intricacies of managing a property within a Self-Managed Super Fund (SMSF), especially when it's under a...
Limited Recourse Borrowing Arrangements (LRBA) & Potential Personal Guarantees Issued by the Lender
When it comes to investing through your self-managed super fund (SMSF), understanding the intricacies of Limited Recourse Borrowing...
Planning Ahead: A Checklist for SMSF Trustees Facing Incapacity or Retirement
Recently, I was asked how SMSF Trustees can prepare for situations where they become incapacitated or no longer wish to manage their...
Understanding Stamp Duty for Property Transfers to SMSFs
Transferring property to a Self-Managed Super Fund (SMSF) can be a strategic move for property investors and small business owners....
Unlocking Tax Advantages: Franking Credits in Your SMSF Portfolio
One of the key advantages of Self-Managed Super Funds (SMSFs) that is often overlooked is the significance of franking credits linked to...
High lighting Importance of an Enduring Power of Attorney (EPoA)
An Enduring Power of Attorney (EPoA) is a legal agreement that allows you to appoint someone you trust to make financial and/or property...
What are the distinctions between SMSF Estate Planning and Succession Planning?"
Many SMSF Trustees are aware of the importance of estate planning for the proper distribution of assets after their death. However, not...
Key Elements to Shape Your SMSF Investment Strategy
So, your SMSF Administrator or Accountant now needs to use an Independent Auditor, and suddenly, you're being asked for more than just...
ATO Targets SMSF Trustees for Inadequate Diversification
To guide SMSF Trustees on investment practices, the ATO has announced plans to contact trustees whose portfolios lack sufficient...
Transferring Assets from Bare Trust to Super Fund: What You Need to Know
I get asked this question from time to time, so I thought I'd write this article to help clarify the process for SMSF clients holding...
What to Do When You Get a Division 293 Tax Notice for Super Contributions
I wanted to share some important updates about the ATO's redesigned Division 293 notice. This new design aims to make it easier for...
How to Use Insurance to Pay Out an SMSF Property Mortgage on Death or Disability
In every strategy we discuss with clients, we emphasise the importance of considering exit strategies upfront, rather than scrambling to...
Caution: The Risks of Property One-Stop-Shops for Your SMSF
ASIC and the ATO have repeatedly highlighted the dangers of buying property through a single organisation that handles all steps in the...
Key Questions to Consider Before Investing in SMSF Property
I've been receiving numerous inquiries about SMSF loans for property investment lately, and we've been hosting educational workshops on...
Buying a Property for Your SMSF – Why Use a Property Adviser
I must admit my property portfolio acquisition has hit it’s hurdles, but I have Learn'd along the way and I’m certainly getting...
WE. SMSF ADVISER INSIGHTS
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