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I want to set up my SMSF

Setting up a SMSF correctly is key to avoiding legal or administrative issue down the track and ensuring the fund is eligible for superannuation tax concessions.

I need help managing my SMSF

As a SMSF trustee, you are legally required to manage your fund. As SMSF experts, we guide you through the compliance and management of your SMSF to ensure you are doing it correctly.

I want to learn more about SMSF investment strategies

As SMSF trutees, you and the other members should regualy reevaluate the circumstances of your fund to decide whether a SMSF is still the right option to save for your retirement.

Our Most Popular Resources

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst the changes was a raft of legislation which may have been overlooked given a few of the substantial changes taking the headlines but these measures are just as important in your planning for 1 July 2017. The main issuesRead More

Your superannuation trust deed along with the superannuation laws form the governing rules that self managed super funds (SMSFs) needs to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning.Read More

Failing to engage the right advice ‘Team’. The two biggest issues we are seeing in this regard are: Accepting specialised advice about Superannuation (your retirement nest egg) from a Property Spruiker or ‘garden variety’ Mortgage Broker. Regardless of whether they then put you in touch with their ‘tame’ Financial Planner you need to be smartRead More

The SMSF Expert is a national network of 70+ qualified accountants specialising in Self Managed Super Fund advice and strategy.

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