self managed super

Farming Land and Business Premises in Your SMSF

Farming Land and Business Premises in Your SMSF by Jacqui Having the transfer balance cap of $1.6m introduced for pensions has more impacts on self-managed superannuation funds (SMSFs) if the SMSF has invested in property, particularly valuable farming land that is still being farmed by the family or a business premises that is used for […]

change to super

A Change to Super that Everyone With An SMSF Needs to Know

A Change to Super That Everyone With An SMSF Needs On 1 July 2017, when many new changes to superannuation commenced, there have been some impacts on estate planning due to these changes. Most particularly with self-managed super funds (SMSFs), but this change will also effect large accumulation funds as well. When someone gets to […]

self-managed superannuation

Case Study: Self-Managed Superannuation

Case Study: Self-Managed Superannuation Jay is in his second marriage. He has two adult children from his first marriage, a step-child and a new baby from his second marriage. He is the sole member of a self-managed superannuation fund that he set up before he got married again, and the fund has assets of $1.5m […]

self-managed super fund

If You Have A SMSF …

If you have a SMSF, what other documents should you have? Superannuation is holding more and more of our wealth. If you have a self-managed superannuation fund (SMSF), you have an more immediate responsibility to make sure that it operates correctly, and that you have considered all the succession factors you need to. The Trustee […]

self-managed superannuation fund

7 Secrets About Your Self-Managed Superannuation Fund

7 Secrets About Your Self-Managed Superannuation Fund It’s no secret that the government is currently looking at changing rules around superannuation, but what are some things that already apply to our superannuation that you don’t know? Where are the governing rules of your self-managed superannuation found? There are detailed rules in legislation governing superannuation. However […]

superannuation death benefit

Who Can I Leave My Super To?

Who Can I Leave My Super To? Superannuation death benefits are not your estate assets – you have to nominate with the trustee of your super fund who you want your death benefit to be paid to.

Self Managed Super Fund: Death and Loss of Capacity

Self Managed Super Fund: Death and Loss of Capacity by Jacqui Brauman I recently attended a seminar at which Peter Pascoe, barrister, shared a paper on this very topic. Since more and more people and using self managed superannuation funds (SMSFs) as investment and retirement vehicles, this information is very relevant. If you have a […]

Your Superannuation is Not Your Asset

For many people, their superannuation is their biggest asset. However, your superannuation is not an estate asset to be dealt with under your Will. Instead, it is an asset held on your behalf by the trustee of your superannuation fund.

Terminally Ill – Should I take my super or not?

If you know you’re going to die, you will want to do what’s best for your family, but you’re probably also going to want to have a bit of fun while you’re still feeling ok.