SMSF_Estate_Planning_Wills

Wills and SMSF Estate Planning

SMSFs are the investment vehicle of choice for a huge number of Australians – which is no surprise considering the control and flexibility they offer. Although most of us ensure we have valid death benefit nominations in place covering our superannuation monies, we need to ensure these nominations are also integrated with our personal Wills to form an overall estate plan.

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ATO Opens Door on SMSF Property Improvements

ATO Opens Door on SMSF Property Improvements

A few weeks ago the ATO issued a draft ruling enabling SMSFs to renovate and improve properties purchased under limited recourse borrowing arrangements. This ruling takes a very common sense approach and removes a lot of the confusion surrounding this issue.

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smsf-property-valuation

When to revalue SMSF property?

A common question SMSF trustees who invest in direct property have is: When does our SMSF property investment need to be revalued? In this article I will not only confirm when properties held by SMSF need to be valued, but also how they can be valued and who can value them. Why SMSF property investments [...]

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EMS Awards Logo

Evolve Awards – Best All Round Bank for SMSFs

After seeing all the publicity generated by the recent Cannex Canstar Awards 2011, I thought it would be great if someone did the same for banking and investment products specifically for SMSFs. Before I jump in and start handing out my awards, I need to point out a few things.  Firstly, I am not getting [...]

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DIY super SMSF property improvement loan

Repairs vs improvements with property purchased under a SMSF loan

There are restrictions on the renovation or improvement of investment properties owned by SMSFs where a limited recourse loan is used. This article examines the differences between repairs and improvements and what you are legally allowed to do.

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