WE INSIGHTS | WE SUPER

Welcome

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Our mission is to empower and educate SMSF Trustees, Accountants, and Advisers. We understand that the self-managed super fund (SMSF) space is intricate and filled with complexities. Our goal is to demystify this landscape by providing clear, comprehensive education and support.

On our Insights page, we aim to provide valuable information and support whenever you need it. Our goal is to ensure you have the knowledge and confidence to make informed decisions about your financial future. Follow us, and we will guide you through the complexities of Self-Managed Super Funds (SMSFs), helping you unlock the full potential of your superannuation for your clients. Feel free to share this page with your friends, and don’t hesitate to reach out if you have any questions. We are always here to help.

We look forward to supporting you on your financial journey!

Andre Dirckze

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...

Property through Super in an SMSF – Series 3: 20 Most Common Mistakes

Building on our previous articles about SMSF and property, this piece highlights common mistakes made by others and how to avoid them....

Series 2: The Process of Property Investment through SMSFs

In the opening article of this three-part series, we examined the fundamentals of limited recourse borrowing arrangements (LRBAs)...

Property Through Super in an SMSF – Series 1: Background

Considering all the attention Buying property through gets, you might already be aware that self-managed superannuation funds (SMSFs) can...

Buying Property through Your Super – SMSF

So, you’ve heard you can buy an investment property with your superannuation? Let's break down what this means, the pros and cons, and...

Cost & Fees Associated with an SMSF

One of the most frequently asked questions about starting and running your own Self Managed Superannuation Fund (SMSF) is about the costs...

Taking Control of Your Super: Why SMSFs are Booming in Australia

More and more Australians are looking to take greater control and be involved in their superannuation. With over a third of the total...

The Guide to Safeguarding Family Wealth: Part Two

I. INTRODUCTION The creation of Family Wealth demands a significant investment of time, hard work, and emotional dedication. However, the...

The Guide to Safeguarding Family Wealth - Part One

I. INTRODUCTION Accumulating family wealth demands considerable time, effort, and dedication, often involving significant challenges and...

Getting it right on LRBAs and property

Acquiring property in a Self-Managed Superannuation Fund (SMSF) through Limited Recourse Borrowing Arrangements (LRBA) requires adherence...

How to avoid a Self Managed Super Fail.

Self-managed super funds are very popular. Especially for people who want to have greater control and transparency. But not every SMSF...

A guide to SMSF Investments

Self-managed Superfunds (SMSFs) are becoming more and more popular among Australians. Previously a hallmark of the ultra-rich, SMSF...

Who are the Wealth Effect Group

So what is The Wealth Effect Group Who are we? And what are we trying to achieve? We are Xero Accountants, Business, Financial Advisors...

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Part of the Wealth Effect Group of Companies

Contact

1300 459 101