Increasingly, we are being referred SMSF Trustees with multiple years of outstanding SMSF Annual Return lodgements. Often, there is no urgency, and sometimes there’s pushback when we quote our fee to get them back on track. It’s a common mindset: “It’s been a few years, and we haven’t heard from the Tax Office, so another couple of years won’t make a difference.” But let me tell you, this is a dangerous approach to SMSF compliance. Running your SMSF should be a compliance-fir

Setting up a Self-Managed Super Fund (SMSF) is a significant milestone for anyone wanting greater control over their retirement savings....

As the government imposes more and more regulations on SMSF financial advisers and accountants, it seems like a good time to contemplate...

Exactly what is required in respect of an SMSF Investment Strategy can be a source of confusion for SMSF Trustees. During the...

Using an SMSF to buy property either with cash or via a Limited Recourse Borrowing Arrangement is an increasing popular choice for...

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 who you need on your team to help manage them can be useful to keeping them compliant. An LRBA is a separate legal structure whereby an SMSF can utilise leverage to increase its investment base. A popular strategy among the many SMSFs with LRBA’s is to purchase their business premises by using their existing super together with borrowings. As

When things are running smoothly for an SMSF, investments doing well, no compliance issues and minimal changes being made it would seem...