Search Results for: trust deed – Page 2

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

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 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

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

Loan Structure Options for SMSF Borrowing SMSF Loan | SMSF Borrowing | Limited Recourse Borrowing | SMSF Loans | SMSF rules on borrowings An SMSF can

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

Estate planning in an SMSF (Self Managed Super Fund), also referred to as an SMSF Will. It is generally good to have a Binding Death Benefit

An SMSF will have to pay certain expenses to keep on running the Fund for the purpose of providing for the Members’ retirement benefit. Normal

Trustees in an SMSF can add a new Member to the SMSF. The steps to add a Member to the SMSF are as follows: 1.

Under Choice of Fund, you can choose to have your employer contributions paid directly into your SMSF. The 3 things your employer will most likely

Trustees need to ensure their SMSF is an Australian SMSF. SMSF’s that breach the residency rules are taxed, not at the concessionary rate of 15%,

A reversionary pension is an income stream the Trustees set up with superannuation that automatically transfers the pension to another person (usually called the reversionary

To be able to access benefits from an SMSF, a Member must meet a condition of release under Superannuation law preservation rules. The Trust Deed

Superannuation contributions are being taken more seriously, as the contributions rate will be increasing from 9.5% to 12% over the next few years. If you