The Trust Deed and Investment Strategy that we will supply you with when the SMSF is set up are fairly wide. It covers local and
The Trust Deed and Investment Strategy that we will supply you with when the SMSF is set up are fairly wide. It covers local and
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.
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
SMSF Corporate Trustee A Corporate Trustee is when you have a Company as the Trustee of your SMSF. This is a ‘Special Purpose Company’ as
The SMSF Trading Contracts for Difference is legal but that needs to be allowed by your Trust Deed and the Investment Strategy. Superannuation Warehouse covers these as standard SMSF setup.
Derivatives Derivatives are agreements (financial contracts) between two or more parties that base the value from the current market price of an underlying asset such
When a Fund is newly established and before it is listed as ‘Complying’ on the Super Fund Lookup, the ATO may randomly select it for
Prevent these common SMSF tax errors with the help of Melbourne’s experienced tax accountants. Ensure compliance and safeguard your retirement savings.
An SMSF can invest in properties overseas if the Trust Deed and Investment Strategy of the Fund allows this type of investment. Please note that
Our understanding is that once the Member has satisfied the full condition of release, the TTR automatically reverts to an Account Based Pension provided that
The 5-year deduction is only available if “running a business”. Best practice for SMSF’s is to include as expense in accounts then adjust (add back)
We’ll contact your previous accountants with an Ethical Letter advising them of our appointment for your SMSF. We’ll appoint ourselves with the Tax Office as
There are 5 documents we need and these are: Trust Deed Minutes of Meetings Investment Strategy Trustee Declaration Consent to act as Trustee and Member