SMSF Tech Hub
Resources and insights - brought to you by experts you can trust.
Strengthen your grasp of SMSFs.
Understand the 1 July '17 super reforms and any action you need to take.
Can an SMSF purchase an asset from a family member? SMSF expert Mark Ellem discusses the topic of related parties.
Graeme Colley discusses the process of transferring shares into an SMSF.
- ATO to switch off ELS option for SMSF annual returns
- Commutation of a death benefit income stream before 1 July 2017
- Advisers: Are your clients at risk of breaching the $1.6m transfer balance cap?
- Trustees: Are you at risk of exceeding the $1.6m transfer balance cap?
- Changes slated to the super reforms
REPORTS & PAPERS
|pdf SMSF Investment Patterns Survey Sep/2017||105 KB||Download|
|pdf Trustee fact sheet - 4 common SMSF mistakes to avoid||63 KB||Download|
|pdf Trust deed considerations and super reform timeline||196 KB||Download|
|pdf Trustee fact sheet - SMSF tax deductions||50 KB||Download|
|pdf Behavioural factors in SMSF asset allocation||435 KB||Download|