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Understanding SMSF Expenses
This article explains the types of expenses in a Self-Managed Super Fund (SMSF), including tax deductibility rules, operating and investment costs, statutory fees, and trustee remuneration limitations. Trustees and mortgage brokers will gain clear guidance on managing SMSF expenses for compliance and optimal retirement outcomes in line with 2025 Australian Tax Office regulations.
2 min read
SMSF Estate Planning and Wills: When a Member Passes Away
Estate planning is key for SMSF trustees and members, especially regarding death benefits and trustee succession. This article explains binding death benefit nominations, tax implications, legal cases affecting SMSF wills, and how trustees manage the fund on a member’s death. Mortgage brokers and trustees alike benefit from understanding SMSF estate processes and compliance.
3 min read
How to Buy Life, TPD, and Income Protection Insurance Through Your SMSF
Trustees and members can purchase Life, Total and Permanent Disability (TPD), and Income Protection insurance within an SMSF, offering control, tax advantages, and strategic alignment with retirement goals. This article explains how SMSF insurance works in 2025, compares it to industry funds, and highlights compliance, tax, and provider selection rules relevant for mortgage brokers and trustees.
3 min read
Who Can Be a Trustee or Director of an SMSF?
SMSF trustees and directors must meet specific eligibility criteria set by the ATO to ensure fund compliance. This article explains who can serve as a trustee or corporate director, disqualification rules, legal personal representatives, trustee consent, and declarations to support trustees and mortgage brokers in managing SMSFs responsibly.
3 min read
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