News & Articles

A rollover is a transfer of super savings from one fund to another.  Your existing super will be either A fund regulated by the Australian Prudential Regulation Authority (APRA) - generally a public fund, a retail super fund,...

The technical steps on how to set up a self-managed super fund are relatively straightforward: Establish a trust Create a trust deed Sign a declaration Register with the ATO Open an SMSF bank account. What is not so...

Borrowing to purchase property in an SMSF can be a powerful way to increase the return on an investment however, there are a number of items that need to be considered before proceeding. Most points of discussion with your clients are...

The SMSF sole purpose test (SPT) is a principle central to the operation of a self-managed superannuation fund and must govern trustee decisions and actions.  Deliberately or repeatedly ignoring the SPT could lead to civil and...

From 1 October, the SuperStream system must be used for any rollovers to or from SMSFs.  The intention is to make the processing of rollovers between funds faster, more efficient and with fewer errors.  For further information...