Self Managed Super Funds

Is the Peer-to-Peer Lending Investment Option Right for Your SMSF?

By Warren Kruger / February 9, 2017 / 0 Comments

One investment option that has surfaced relatively recently, and that SMSF trustees may consider   as a part of their strategy to grow their fund, is investing through peer-to-peer lending. Peer-to-peer lending involves an investor –  a trustee of  the SMSF in this example – providing funds to an online lending platform. This platform, which must have an […]

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transfer-balance-cap

SMSFs need to prepare for the new transfer balance cap

By Warren Kruger / November 29, 2016 / 0 Comments

Recent legislation introduced several superannuation rule changes. Among them is a new “transfer balance account”, which each recipient of a superannuation pension will be required to have. In other words, individuals receiving superannuation income  stream benefits will need to keep such a transfer balance account. The use of “accounts” for tax law purposes is not new. […]

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Does your SMSF need a valuation?

By Warren Kruger / November 22, 2016 / 0 Comments

The rules around the valuation of assets held under an SMSF have seen a lot of changes over  the years. The requirement  to  consider valuing SMSF assets at market value when preparing the annual financial statements of the fund was one of the most significant and controversial of these changes. The use of market value accounting for […]

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SMSF Compliance

SMSF compliance for 2016 – 2017

By Warren Kruger / November 9, 2016 / 0 Comments

The ATO has announced the approach it intends to take over 2016-17 with regard to SMSF compliance. It says trustees will see some key shifts in the ATO’s emphasis, both in terms of the activities it undertakes and the levels of enforcement action it applies. The ATO says its key focus areas will be: to […]

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Setting up an SMSF: What you need to know

By Warren Kruger / September 10, 2016 / 0 Comments

There are tempting tax incentives for Australians to save for their retirement via the superannuation system, with an array of choice between superannuation funds that can manage your savings for you, but also the do-it-yourself option of a self-managed superannuation fund (SMSF). Managing your own retirement savings however is a huge responsibility and one that should […]

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SMSF trustee with the travel bug? How to keep your fund compliant.

By Warren Kruger / August 10, 2016 / 0 Comments

Are you the trustee of an SMSF but also a travel aficionado? Nothing wrong with that; however trustees need to be aware that there can be negative consequences if you are out of the country for too long. If a trustee relocates overseas for an extended period, the residency status of the SMSF, its compliance […]

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