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Self managed super funds

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Free SMSF overview – click here

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SMSFs - the basics

  • Who should consider an SMSF?
  • Set-up & manage
  • Trustee responsibilities
  • Costs
  • Glossary of superannuation terms

The regulator

  • The Tax Office's role

SMSF contributions

  • Concessional and
    non-concessional contributions
  • Co-contributions

SMSFs & tax

  • Outline of tax regime

Estate planning

  • Wills & Binding Death Benefit nominations

Reporting & lodgement

  • Annual returns
  • Regulatory forms
  • Calculators & tools

Winding up

  • How to wind-up your SMSF

Compliance & penalties

  • Audits, and the responsibilities
    of auditors
  • Record keeping, minutes, financial accounts

Trustee disputes

  • Do you need a resolution plan?

SMSFs at a glance

  • Stages of development
    in the life of an SMSF
  • Potential pitfalls for every SMSF

Investments

  • Your investment strategy
  • Asset classes
  • Insurance - Life Policy / TPD

Withdrawing benefits

  • Conditions of release
  • Transition to retirement income streams

SMSF borrowing

  • Legislative requirements to be satisfied
  • ATO draft ruling seeks to clarify LRBAs

SMSF news

  • Unsuspecting SMSFs urged to be wary of incurring excess contributions tax
  • SMSFs, beware a new wave of boiler room frauds – the "recovery room" scam
  • Australians misconstrue "high risk" to be a negative investment option
  • Asset allocation in SMSFs not diverse or adaptive enough, says study
  • SMSF sector continues steady ascent, says statistical report
  • Industry bodies call for higher super caps and reduced reliance on pension
  • ASFA Retirement Standard "misleading", says retiree couple
  • Australia's tax regime less generous to superannuation: Study
  • MPs not immune from the increase to top earners' super contribution tax
  • How much do you need to retire? ASFA warns of steady rises to living costs
  • Cap on super lump-sums proposed, but no united opinion
  • Can zero-interest related-party LRBA loans duck contribution caps?
  • SMSFs should pay heed to changes to financial advice regime: SPAA
  • Summary of key super changes for 2012
  • MySuper and Stronger Super reforms pass Parliament to wide industry support
  • Is underinsurance becoming a greater risk for SMSFs?
  • Research shows low-level advice useless for savvy SMSF trustees
  • Tread carefully with SMSF property investment, says ATO and ASIC
  • SMSFs still growing (at other sectors' cost): latest APRA data
  • Retirees hit by increases in electricity, food, health and travel costs
  • SMSF news archive