Advisers reviewing SMSF actuarial certificate requirements at a meeting table.

When Is an Actuarial Certificate Required for and SMSF?

by Alex PolorotoffUnderstanding when an SMSF requires an actuarial certificate is essential for accurate ECPI calculation and ATO compliance. This article outlines the key rules, methods, and scenarios that determine whether an...
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Solutions for meeting minimums with illiquid fund assets

by Alicia Thomson Recently, one of our readers contacted us with an interesting scenario, which is likely to become increasingly common. With many SMSFโ€™s having been set up predominantly to purchase a single residential property, the...
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First Home Super Saver Scheme

by Duc Hong The First Home Super Saver scheme (FHSS) was designed to assist first home buyers to save using superannuation. Eligible contributions made since 1 July 2017 include voluntary personal and salary sacrifice contributions (both...
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Close-up of two people holding hands, symbolising trust and support in managing financial or legal responsibilities through an Enduring Power of Attorney.

Enduring Powers of Attorney and SMSFs

Enduring Power of Attorney: Exception to the SMSF Trustee RuleThe general rule for SMSF trustees/members is that all trustees (or trustee company directors) must be members and all members must be trustees (or trustee company...
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Are 6 member SMSFs here?

by Alex Polorotoff It seems likely that the Bill currently before Parliament, increasing the maximum number of members in an SMSF to six, will receive royal ascent.  It is interesting to see how much discussion this is currently...
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