A Self-Managed Super Fund (SMSF) is an option for retirement savings, allowing people to decide how to manage their super investments. SMSF setup gives its members the flexibility to directly take care of their retirement savings, decide on investments and customise the fund according to their own priorities. Still, managing...

Maximise Your SMSF Contributions with the Bring Forward Rule. If you use a Self-Managed Superannuation Fund (SMSF) as your retirement plan, it is important to know about contribution strategies. You gain greater control over where you invest with an SMSF, but you must always have a clear strategy, primarily for...

Managing a Self-Managed Super Fund (SMSF) offers unparalleled control over your retirement savings, but it also comes with significant responsibilities. From compliance audits to tax lodgments and investment strategies, the complexities can overwhelm even the most diligent trustees.

If you manage a Self-Managed Super Fund (SMSF), you’ll need both an SMSF accountant and an SMSF auditor to ensure compliance with the ATO and superannuation laws. While their roles overlap in some areas, they serve distinct functions.

Yes, accountants can set up a Self-Managed Super Fund (SMSF), but there are important regulatory restrictions they must follow

Self Managed Super Funds (SMSFs) are a powerful way for Australians to take control of their retirement savings. With over 610,000 SMSFs managing $889.5 billion in assets in 2023, they’re a popular choice for those seeking flexibility and tailored investment strategies. But how do Self Managed Super Funds work, and...

If you're looking for greater control over your retirement savings, a Self-Managed Super Fund (SMSF) could be the right choice. SMSFs allow you to manage your superannuation investments directly, offering flexibility and potential tax benefits. However, they also come with strict compliance requirements.

If you're looking for greater control over your retirement savings, a Self-Managed Super Fund (SMSF) might be the right choice for you. SMSFs are a popular superannuation option in Melbourne, allowing individuals to manage their own super investments while complying with Australian laws.

If you’re a Self-Managed Super Fund (SMSF) trustee, staying compliant with the Australian Taxation Office (ATO) is crucial. One of the most important compliance tasks is lodging your SMSF annual return on time. Missing deadlines can lead to penalties, so it’s essential to understand the due dates, the lodgement process,...

The SMSF Legacy Income Amnesty is now law, offering a limited-time opportunity for SMSF trustees to rectify past non-compliance without facing hefty penalties. As an SMSF expert, I’ll break down what this means for trustees, how to take advantage of the amnesty, and why professional SMSF services like audits, administration,...