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5 Common Pitfalls in the SMSF Rollover Process—And How to Avoid Them
Setting up a Self-Managed Super Fund (SMSF) is a major milestone for those who want greater control over their retirement savings. But if...
Matt Heighway
4 min read
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Safeguarding Your SMSF: Understanding Financial Abuse and Mismanagement
Managing a Self-Managed Super Fund (SMSF) gives you incredible control over your retirement savings. But with that control comes...
Matt Heighway
3 min read
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Understanding SMSF Insurance: What You Need to Know
If you ever need to make a claim on your SMSF insurance policy, your main focus will be on getting approved and receiving your payout....
Matt Heighway
2 min read
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Types of Investments Allowed in a Self-Managed Super Fund (SMSF)
The Australian Taxation Office (ATO) provides guidelines on what an SMSF can invest in. Here's an overview of the common investment...
Matt Heighway
4 min read
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Corporate v Individual Trustee for My SMSF?
During the Establishment process for your Self-Managed Superannuation Fund (SMSF), the first thing you need to think about is the...
Matt Heighway
3 min read
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What a Best Practice SMSF Accounting Service Should Look Like
As the government imposes more and more regulations on SMSF financial advisers and accountants, it seems like a good time to contemplate...
Matt Heighway
3 min read
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Why Does my SMSF Need an Investment Strategy?
Exactly what is required in respect of an SMSF Investment Strategy can be a source of confusion for SMSF Trustees. During the...
Matt Heighway
2 min read
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Can my SMSF Buy my Home or Investment Property?
Using an SMSF to buy property either with cash or via a Limited Recourse Borrowing Arrangement is an increasing popular choice for...
Matt Heighway
2 min read
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Preparing Your SMSF for End of Financial Year - 2024 Edition
As the end of the financial year approaches, it’s crucial in your role as trustee of your Self-Managed Super Fund (SMSF), to ensure that...
Matt Heighway
4 min read
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SMSF Establishment - 5 Things that can go wrong
A Self-Managed Superannuation Fund (SMSF) can be a superannuation vehicle for life.Â
Matt Heighway
4 min read
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Common Mistakes in SMSF Investment Strategies: Are You Making These 5 Errors?
Your SMSF Investment Strategy is the next most important reference document after your SMSF Trust Deed. It sets out your investment...
Matt Heighway
3 min read
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Buying Property with a Loan in Your SMSF – Who You Need on Your Team
If you are one of the more than 10% of SMSF’s who have an LRBA or you are currently considering one, then better understanding them and...
Matt Heighway
4 min read
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It Takes a Village to Manage Your SMSF
When things are running smoothly for an SMSF, investments doing well, no compliance issues and minimal changes being made it would seem...
Matt Heighway
4 min read
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Preparing your SMSF for Your Ultimate Departure
It may not be the most pleasant of things to contemplate but considering your ultimate financial legacy and discussing this with your...
Matt Heighway
3 min read
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End of Year Planning for Your SMSF
With the end of the financial year approaching, it’s time to get your SMSF in order and perhaps avoid any unintended compliance issues....
Matt Heighway
3 min read
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Trust Deed Updates - Why You Should Not Easily Dismiss Them
One of the key ways to do this is to understand your SMSF's trust deed.
Matt Heighway
3 min read
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SMSF Property Valuations – Pain or Best Practice?
The recent bugbear for SMSF Trustees has been the increased scrutiny from their Auditor when it comes to obtaining valuations of their...
Matt Heighway
3 min read
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Tax Depreciation Reports - What Are They and Why Your SMSF Should Have One
If your SMSF is thinking about or has invested in property, you should be saving tax by claiming a depreciation deduction. Calculating...
Matt Heighway
4 min read
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Winding Up Your SMSF - Why, When & How
We think SMSF’s are fantastic and if you are reading this you probably do too. The more of them we have the more we are Accounting,...
Matt Heighway
4 min read
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SMSF's - 5 Common Misconceptions
I have been working with Self-Managed Super Funds for over 25 years. For that reason, the industry, the legislation and the terminology...
Matt Heighway
5 min read
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