Self-Managed Super Fund Tips
Below are some recent articles highlighting some key tips for people who manage their own super funds. Be sure to check back periodically as we will update this page with new articles often.
SMSF Succession Planning - Considerations
The SMSF trustee/member rules have implications for the succession and control of SMSF's upon the death or incapacity of members who are also the fund's trustees or directors of the corporate trustee. Timing and compliance are essential considerations in any successful succession plan, and the consequences of not attending to these considerations can be severe. Article written by David Davis and Ian Waters.
SMSF Succession Planning - Considerations
File Size 20KB
SMSF Borrowing – Case Studies
Your clients may come to you with a variety of scenarios they wish to pursue via a SMSF Borrowing. This article written by Michael Spakman summarises a few of the common scenarios– including the ones that work and the ones that require a little more thought.
File Size 32KB
All SMSF article content courtesy of www.topdocs.com.au
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