November 2016 Â https://vimeo.com/191396318
Trustee Obligations Series Sole Purpose Test
November 2016 Â https://vimeo.com/191397283
Trustee Obligations Series A regular review of your investment objectives + strategy
November 2016 Â https://vimeo.com/191398510
Trustee Obligations Series Key obligations of an SMSF trustee
November 2016 Â https://vimeo.com/191395087
November 2, 2016
Can I buy a vintage/veteran/muscle car as an investment in my SMSF?
Vintage/veteran/muscle cars are considered collectibles and personal use assets. It’s important to know that when it comes to your SMSF, collectibles and personal use assets can’t be: leased to, or part of a lease arrangement with, a related party used by a related party stored or displayed in the home of a related party the investment must…
November 2, 2016
What, put simply, is an LRBA (limited recourse borrowing arrangement) in relation to self-managed super funds?
A limited recourse borrowing arrangement is where a superannuation fund borrows to purchase a single investment (asset), such as a property or a parcel of identical shares. The Superannuation Fund is required to set up a holding trust which will have legal ownership of the asset that is held on trust for the fund.  The…
Cashflow management in retirement
October 2016 So, the big question is: how much money is enough for your retirement? Clearly, the one constant for every Australian in retirement is meeting basic living costs. Lifestyle is a very personal thing —luxury living for one person is a modest existence for someone else. Consider your own circumstances and your SMSF. Will…
Investments: What can I do with my SMSF?
October 2016 As an SMSF trustee, your investment decisions are under your control. But what can you invest in? Join SMSF Association Peter Hogan in this informative session as he explores questions including: 1. Can I invest money in my own company?2. Can I use a property within my SMSF?3. Can I invest in equipment and…
When life happens
October 2016 Your SMSF may see marriage or marriages, divorce, business success or failure, trustees ageing, death and good fortune or loss. What if your relationship with others in the fund changes? If your SMSF has more than one member, it’s a good idea to have a plan for what will happen if someone becomes ill,…