Understanding the Sole Purpose Test
As a trustee of a Self-Managed Superannuation Fund (SMSF), it is essential to ensure that you comply with all regulatory requirements set out by ...
ANZ passes on full RBA rate hike to mortgage customers
ANZ bank has become the first of Australia's big four banks to announce it will pass on the full 0.25 percentage point Reserve Bank ...
February’s Cashback Deals
If you're looking to save on upfront costs and get some extra cash when applying for a mortgage, a cashback home loan may be ...
UBank Offers Refinancers 35-Year Loan Terms
On February 7, 2023, UBank announced that it is extending its loan term for refinances from 30 to 35 years. While this may seem ...
How Death Affects Your SMSF and its Members
The death of a member of a self-managed superannuation fund (SMSF) is a difficult time that involves complex processes and procedures. The most significant ...
What to Know Before Setting up a SMSF
A self-managed super fund (SMSF) offers a lot of freedom and control, but it also comes with significant responsibilities. In this article, we explore ...
Avoiding Common Mistakes in SMSF according to ATO
The ATO has listed the top five most frequent errors in SMSF Annual Returns. Understanding and avoiding these mistakes can help ensure a successful ...
Property Investment with SMSF
Self-Managed Super Funds (SMSFs) have the freedom to invest in a variety of assets, including properties. This investment route has become popular, as SMSFs ...
Concessional Contributions in SMSF: A Complete Guide
Looking to understand how concessional contributions work in a self-managed superannuation fund (SMSF)? This guide covers everything you need to know, including what concessional ...
The Importance of a Well-Balanced Portfolio
In this article, we discuss the importance of diversifying an SMSF portfolio and the benefits it brings. Despite 82% of SMSF trustees recognizing its ...
