Category: Superannuation & SMSF

Loans and Finance Superannuation & SMSF

Critical documentation steps flagged with switching SMSF loans

With an increasing number of SMSF clients looking to switch loans following the exodus of the major banks from SMSF lending, a law firm has highlighted some of the considerations and important steps with documentation in this process.

Insurance Retirement Superannuation & SMSF

Control considerations flagged with death benefit pensions for children

When starting retirement phase pension accounts, SMSF professionals and their clients should think carefully about how it might impact the amount of death benefit pension that their children will be able to receive, says a technical expert.

Retirement Superannuation & SMSF

When can I access my Super?

Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings early, depending on your situation. Here…

Investment Superannuation & SMSF

Is it too risky to place all of your assets into your superannuation?

Is it best to place all your assets in superannuation or to diversify using other investments ? We currently have a number of rental properties and have been advised to…

Financial Planning Retirement Superannuation & SMSF

An easy guide to Australia’s most popular retirement income product

Account-based pensions, sometimes called allocated pensions or retirement income streams, can be a great way to use your superannuation savings to create a retirement income. If you’re a novice when…

General Insights Superannuation & SMSF

LRBAs, guarantees in need of review after property market falls

With property markets taking a tumble in recent times, some SMSF clients may need to review the loan arrangements and guarantees they have, particularly where the loan-to-value ratio has significantly dropped, says an industry lawyer.

General Insights Superannuation & SMSF

Average age for establishing SMSFs sitting at 48.9: Report

The latest SMSF Benchmark Report from Class indicates that there is a continuing trend towards younger age groups setting up SMSFs, which follows similar findings from recent ATO statistics. In…

Retirement Superannuation & SMSF

Is your super fund top of the class? If not, it could cost you thousands in retirement

You no doubt already know that not all superannuation funds are created equal, but you might still be surprised to find out just how badly the wrong fund can impact…

Superannuation & SMSF

ATO updates valuation guidelines for pension reporting

The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO.

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.