Search Results for “trust deed

Trust Deed

Obtaining a Certified Copy of Trust Deed When opening bank accounts or trading accounts for your SMSF, the bank or broker may ask you for certified documents. They will ask for a Deed extract. Superannuation Warehouse (as your SMSF’s administrator) will have a signed copy of your Fund’s deed and can certify and post this to you. Alternatively, listed […]

Self Managed Super Fund Trust Deed

When Superannuation Warehouse sets up a new SMSF, we issue five documents as part of the set-up process, one of these is the Trust Deed. An SMSF is governed by the Trust Deed and the Trust Deed sets out the rules of the Fund. The SMSF Trust Deed is the instrument that establishes the Fund, and once […]

Audit Trustee DIY Super

Superannuation Warehouse is a specialist SMSF practice. We can service you with accounting, taxation, administration and audit services. If Trustees made the decision to set up an SMSF, Superannuation Warehouse can execute the setting up of Trustees’ Fund. On an ongoing basis, we can also provide the accounting and tax for the Fund. In addition […]

SMSF Corporate Trustee

Self Managed Superannuation Funds A Corporate Trustee is when you have a Company as the Trustee of your SMSF. This is a ‘Special Purpose Company’ as its only purpose is to act as the Trustee of a SMSF. Around 80% of SMSFs set up are Individual Trustees per the ATO statistics. The reason for this […]

SMSF Q&A’s

SMSF Q&A’s There are many questions on Self Managed Superannuation Funds (SMSFs). The best place to look is generally on the ATO Website. The ATO is the regulator of SMSFs, so it is the best to get is straight from the horse’s mouth. Our website is also a rich source of SMSF information. Here’s some […]

Definitions

If you’re new to SMSF, here’s a handy glossary of some of the industry’s most commonly used term and acronyms. A ABN The Australian Business Number (ABN) that will be issued to your SMSF as part of the set-up process. Before a bank account is opened, the bank will always ask for the ABN of […]

CFD’s

Contracts for Difference (known as CFD’s) are synthetic financial products that allow you to access the movement in price of shares and other financial instruments such as stock indices, commodities, currencies and futures contracts without owning the underlying product. As a Trustee of an SMSF, take care when trading CFDs as these are leveraged products. It is, […]

SMSF Share Trading

Mastering SMSF Investment Rules for Optimal Portfolio Growth Generally, you are not allowed to use your SMSF to run a business, borrow money or acquire a holiday house. These “grey area” investments are referred to as in house assets. In house assets can make up only 5% of the total asset value of a Fund, so be careful […]

Cryptocurrency

Cryptocurrency is a form of unregulated, digital money in which encryption techniques are used to regulate the generation of units of currency and verify the transfer of funds, operating independently of a central bank. Trust Deed and Investment Strategy Trustees of an SMSF must review the Trust Deed and Investment Strategy of the Fund to ensure that cryptocurrency is […]

Managed Investment Schemes

Managed Investment Schemes (MIS’s) allow investors to access assets that may be financially out of their reach or to diversify across a broader base within an asset class. MIS’s are suitable for use within an SMSF provided. 1. Your Trust Deed allows investment in MIS’s; and 2. The Investment Strategy allows for MIS’s investments. The […]

Collectables and Personal Use Assets

An SMSF can invest in artworks, collectables and personal use assets if the Trust Deed and Investment Strategy allows for these type of investments. These investments must satisfy the Sole Purpose Test, which is to provide a retirement benefit to the Members. There is no maximum value limitation on collectables and personal use assets. However, if the […]

Property examples for an SMSF

An SMSF can invest in properties commercial or residential with loans or without loans and can invest locally or overseas As long as the investment strategy of the SMSF allows for this and the SMSF Trust Deed does not prohibit this type of investment. The investment strategy and deed Superannuation Warehouse issues allow for any types […]

SMSF Borrowing Rules

Loan Structure Options for SMSF Borrowing SMSF Loan | SMSF Borrowing | Limited Recourse Borrowing | SMSF Loans | SMSF rules on borrowings An SMSF can borrow money for a short period of time if that amount is less than 10 per cent of the fund’s total assets. Those conditions are: * A maximum of 90 […]

Year end Requirements

SMSF Year End Requirements The financial year for an SMSF is the same as for individuals, i.e. 30 June. We will prepare the SMSF annual compliance functions. You need to send us your documents: As the Trustee responsible for the Fund, you need to supply us with the information to prepare the financial accounts and tax […]

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