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Buying Property Through Your SMSF? Can you BARE to trust it? (Bare Trust Deed)
Investing in property through your SMSF can be a powerful retirement strategy—but one paperwork mistake in your bare trust or LRBA documentation can lead to major tax and duty consequences. This article explains how SMSF bare trusts work, when your deed must be dated across different states and why synchronising your legal, accounting and lending team is vital for a compliant property purchase.
3 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
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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