October 2016 SMSF Association Head of Policy Jordan George explores whether it is possible to have a different strategy for each member within an SMSF. https://vimeo.com/175472928
In developing an SMSF investment strategy what processes seem to work best?
October 2016 The below video outlines the key requirements and understandings to be agreed upon by members when developing an SMSF investment strategy. https://vimeo.com/175470557
What issues arise for the other trustees when the death of a fellow member is likely and following death when an executor steps in?
October 2016 SMSF Association Head of Policy Jordan George discusses what issues arise for the other trustees when the death of a fellow member is likely, and following death when an executor steps in.
Trustees cannot outsource their responsibility so how is it possible to use external services?
October 2016 Discover how you can balance using external services and maintain your responsibilities in the below video. https://vimeo.com/175474104
Who is an eligible member of an SMSF?
October 2016 There are conditions that must be met before someone is consider an eligible member of an SMSF. These conditions are explained in the video below. https://vimeo.com/175469644
What should members understand about the sole purpose test?
October 2016 SMSF Association Head of Policy, Jordan George, summarises what members of an SMSF must understand about the sole purpose test. https://vimeo.com/175464669 For further information on the Sole Purpose Test, visit the ATO’s website here.
How do trustee/members successfully overcome the time and expertise requirements?
October 2016 SMSF Association Head of Policy Jordan George explores how to successfully overcome time and expertise requirements of an SMSF. https://vimeo.com/175460582Find an independently endorsed SMSF Specialist in your area using our interactive ‘Find a Specialist’ function.
Are there any special rules around allocation of proceeds to the insured?
October 2016 The final video in this series discusses the special rules and potential tax implications, if any, around the allocation of proceeds to the insured. Join the SMSF Association Head of Education and Technical, Peter Hogan, as he runs through a multitude of different scenarios. https://vimeo.com/186111044
What roles does insurance play in the implementation of your investment strategy?
October 2016 It is important that you explore your insurance options and ensure you are adequately covered for all potential events. This video discusses how an SMSF’s investment strategy will often dictate the type and amount of insurance that should be taken out. https://vimeo.com/185883396
What are some of the cost and cover insurance issues to be considered when moving super funds?
October 2016 Peter Hogan, SMSF Association Head of Education and Technical discusses the issues to be considered when altering insurance policies held within an SMSF. https://vimeo.com/185882373