smsf audit requirements
News / Tuesday, February 15th, 2022

SMSF Audit Requirements – The Essential Guide

It sounds pretty straightforward.  Every SMSF must have an annual SMSF audit to check the validity and accuracy of its […]

Mark Phillips
rollover super to smsf
News / Monday, February 14th, 2022

The Six Things to Know When You Rollover Your Super to an SMSF

A rollover is a transfer of super savings from one fund to another.  Your existing super will be either Funds […]

Mark Phillips
how to set up a self managed super fund
News / Friday, February 11th, 2022

The 7 Steps on How to Set Up a Self-Managed Super Fund

The technical steps on how to set up a self-managed super fund are relatively straightforward: What is not so straightforward […]

Mark Phillips
News / Monday, February 7th, 2022

Considerations when borrowing to purchase an SMSF property

Borrowing to purchase property in an SMSF can be a powerful way to increase the return on an investment however, […]

Alex Polorotoff
smsf sole purpose test
News / Friday, January 21st, 2022

What Is the SMSF Sole Purpose Test?

The SMSF sole purpose test (SPT) is a principle central to the operation of a self-managed superannuation fund and must […]

Mark Phillips
News / Monday, December 6th, 2021

Is SuperStream making rollovers easier?

Alex reviews the latest SuperStream changes and explores some of the issues we’ve come across and how we can address them.

Alex Polorotoff
excess concessional contributions
News / Wednesday, September 22nd, 2021

The Simple Guide to Excess Concessional Contributions

Excess concessional contributions (ECCs) to your SMSF can negatively affect your overall tax position. This article will outline some of […]

Mark Phillips