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What Is an SMSF? Benefits, Rules & Who Should Start a Self-Managed Super Fund
Self-Managed Super Funds (SMSFs) give you direct control over your retirement investments, from shares to property. This guide explains the key SMSF rules you must know — the Sole Purpose Test, tax treatment, in-house asset limits, and the trustee choices that affect borrowing. Learn why many Australians choose SMSFs and how partnering with SMSF specialists makes setup and compliance straightforward.
4 min read
Sole Purpose Test in SMSFs Explained: What Trustees Need to Know
Understand the SMSF Sole Purpose Test, which ensures all fund actions and investments are solely for retirement or death benefits. Learn how it impacts compliance, investments, and trustee responsibilities.
2 min read
Minimum SMSF Balance and Costs Explained: What You Should Know
Explore SMSF minimum balances and costs, including setup, administration, audits, and regulatory obligations. Learn how balance affects cost-effectiveness and whether an SMSF may suit your retirement strategy.
2 min read
Benefits of SMSF vs Retail Super Funds: Understanding the Advantages of a Self-Managed Super Fund
Explore the benefits of SMSF compared to retail super funds, including greater control, wider investment options, potential tax advantages, family pooling, and retirement flexibility. Learn why many Australians choose self-managed super funds to take charge of their financial future.
3 min read
SMSF Annual Compliance Guide
Trustees of SMSFs must meet annual compliance and administration requirements to stay within superannuation laws. This includes lodging the SMSF Annual Return, completing an independent audit, asset valuations, contribution reporting, investment strategy reviews, and maintaining proper records. Follow this comprehensive checklist to ensure your SMSF remains compliant with the ATO, ASIC, and other regulatory obligations.
3 min read
Corporate Trustee vs Individual Trustee in SMSFs
Learn the differences between corporate and individual trustees for SMSFs, including legal responsibilities, administrative implications, and how each structure impacts compliance and retirement planning.
2 min read
Compliant SMSF Investment Strategy
Learn how SMSF trustees can prepare a compliant investment strategy that meets ATO requirements. This guide covers diversification, risk assessment, liquidity, insurance considerations, and how to document your strategy to satisfy regulatory obligations.
3 min read
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