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SMSF and investing in property

Establishing a SMSF to purchase an investment property has become a very popular strategy. However, some of the finer details associated with the acquisition requires more time and analysis. In our opinion the properties most suited to a SMSF are properties with low...

Consider a family trust as an investment vehicle

Many taxpayers and investors consider self managed superannuation funds as an investment vehicle of choice but few consider the merits of a discretionary trust or a family trust. What is a Discretionary Trust? A trust is essentially a structure where the “trustee”...

Increase in the number of SMSF trustee disqualifications

By way of background individuals seeking to provide for their retirement by utilizing a Self Managed Superannuation Fund need to follow the strict rules and regulations of the Superannuation Industry (Supervision) Act 1993 (SIS Act). It would appear from the latest...

New Penalty Regime for SMSFs from 1 July 2014

A new Penalty Regime for SMSFs will apply for contraventions that occur on or after 1 July 2014.   The new measures will provide the ATO, as the Regulator of SMSFs, with greater flexibility when dealing with a fund’s non-compliance with the law.   Where an...
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