Superannuation, Self Managed Super Funds, Investments, Calculators & Tools - View My List.
Superannuation, Self Managed Super Funds, Investments, Calculators & Tools - View My List.
Self-managed super fund property investment can provide a range of benefits for those looking to invest for their retirement. Whether it be a residential property or commercial property, not only can it provide a solid return on investment, but it can also offer tax advantages and the potential to borrow against the ...
Read More
What is the best SMSF software in 2022? When it comes to Self-Managed Super Funds (SMSFs), there is a wide range of software options available that can help you manage your finances and stay compliant with regulations. Choosing the right software for your SMSF can be a daunting task, but it is ...
Read More
Running a self-managed super fund (SMSF) comes with many different roles, responsibilities and administrative requirements to ensure compliance in the fund. One of the first things you will need to arrange when setting up an SMSF is a trust deed. In this article, we will run through some general information about what ...
Read More
In recent years, fees for SMSF accounting services have consolidated as streamlining and data efficiency have come into play. Bank account and investment data feeds that plug straight into the accounting software have significantly reduced the manual work required to complete the annual SMSF audit and financial accounts. Some accountants, either by ...
Read More
Self-managed super funds or SMSFs must be audited each year by an auditor independent of the tax accountant and fund administrator preparing the financial statements. An online SMSF audit refers to an audit process that involves submitting information and interacting with the SMSF audit provider online instead of conventional face to face ...
Read More
One of the most important benefits of having a self-managed super fund; the ability to time your contributions and market entries. We all know the “buy low, sell high” analogy but rarely is it considered when it comes to traditional super fund investments. Using a self-managed super fund is a common way of increasing your ability to time your investments and contributions.
Read More
One of the main attractions of an SMSF when compared to a traditional super fund or industry super fund is the wide range of investment options available for you to choose from within the SMSF. In almost all SMSFs, you can invest in traditional investments like shares, property, government or corporate bonds, ...
Read More
When you sell shares, property or a business and generate a profit, you have made a capital gain on the transaction. Capital gains are generally considered taxable income but exactly how much tax is payable on this income often boils down to how long you have held the asset before selling it. ...
Read More
SMSF and superannuation terminology can be a little confusing if you are new to the space so the team at SMSF Mate has created a glossary of common terms and phrases to help you navigate your way through your superannuation journey.
Read More
Operating your very own SMSF can be a fulfilling and financially beneficial experience, assuming you have done your homework and the fund is set up correctly from the beginning.
Read More
Much like a regular superannuation fund, an SMSF is an excellent way for you to save for your retirement.
Read More
When it comes to paying for a financial advisor, the costs are usually based on assets under management (AUM) or in simple terms - how much money they manage for you. The fees are in the vicinity of 0.20% to 1.5% of AUM per year. Some financial advisors charge a fee for ...
Read More
In Australia, there are laws and legislation which differentiate retail and wholesale (sophisticated) investors. The main intention of this legislation is to protect retail investors from investments that are considered riskier and more complex than others. On the other hand, when a person or entity is classified as a wholesale investor, it ...
Read More
