Learn more about why more Australians are turning to Self Managed Super Funds to maximise their Wealth and how we can help you get establish and manage your SMSF.

SMSF Trustees - Avoid the liquidity trap

Posted by on September 17, 2013 under SMSF

One of the advantages of having your own SMSF is the variety of investments you can hold. That includes the ability to invest in large assets such as rental properties or business premises. Ideally, these investments will be held for the long term to help grow your wealth, and eventually support you…

At what point would you want to take full control of your super?

Posted by on August 27, 2013 under SMSF

Setting up your own self-managed superannuation fund (SMSF) is becoming more and more popular for Australians, particularly amongst the younger population. Younger Australian’s in the middle income bracket are leaving the big groups to set up their own funds at a staggering rate – as a result the am…

SMSF and investing in the US property market

Posted by on September 12, 2012 under SMSF

By Kelly Morgan The attractiveness of investing in the US with the current low property prices is obvious. What steps do you need to take to invest in your SMSF and not fall foul of the SIS Act and the ATO? A US property must be purchased using a US resident entity and we suggest either a Limite…

Correctly report SMSF personal contributions

Posted by on February 14, 2012 under SMSF

Correctly report SMSF personal contributions

Limited recourse borrowing arrangements for SMSFs

Posted by on November 16, 2011 under SMSF

By Kelly Morgan Normally a SMSF is restricted from borrowing money to purchase assets to be held by the fund (S67 of the SIS Act). However there is one exception to this ruling, which is a Limited Recourse Borrowing Arrangement (LRBA).

Repair v improvement in a SMSF property asset

Posted by on October 18, 2011 under SMSF

On 14 September 2011, the ATO issued a draft SMSF ruling 2011/D1 setting out the boundaries applying to a limited recourse borrowing arrangement (LRBA) for purposes of maintaining and/or repairing the SMSF’s real property investment as opposed to improving the real property which is not allowed unde…

Setting up a SMSF

Posted by on June 15, 2011 under SMSF

Thinking of establishing a SMSF for the coming new financial year? Self Managed Super Funds (SMSF) are different to normal retail super funds in that members are in control of their fund’s operation and investment. Members are not only responsible for the overall investment strategy but also resp…

SMSFs: Binding death nominations

Posted by on April 12, 2011 under SMSF

Binding death nominations are an important consideration for anyone with a SMSF so there is clear direction who will receive the superannuation benefits if a member of a super fund dies.

Compliance for SMSFs

Posted by on March 15, 2011 under SMSF

Before various tax benefits are obtained out of a SMSF, it has to be a compliant

Investment Restrictions for SMSFs

Posted by on February 16, 2011 under SMSF

When it comes to considering what to invest in using your self managed superannuation fund (SMSF), the law sets out certain investment regulations a SMSF must comply with. Here are a number of guidelines to follow when investing using your SMSF.

Investing using a SMSF

Posted by on May 12, 2010 under SMSF

Azure Group's wealth specialist, David Lamb, discusses how a SMSF can invest in many types of assets provided the intention is to provide retirement benefits when the members ultimately retire

Cooper Review update for SMSFs

Posted by on May 07, 2010 under SMSF

By David Lamb, Azure Group Associate Director Following the recent release of Self-Managed Super Solutions we now have the Panel's preliminary recommendations on self-managed superannuation funds (SMSFs). These proposed changes to SMSFs will not affect many funds. The significant amount of money b…