Category: Strategies

January 11, 2012

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.

July 25, 2011

When to revalue SMSF property?

Tweet 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 must be revalued? There are four main reasons why […]

March 13, 2011

Special: Real life case study

Tweet There is a significant amount of information available on the web in regards to using your superannuation to purchase investment property through a self-managed superannuation fund and a limited recourse loan. However, the information seems largely theoretical, lacking detail and often only focuses on one particular aspect of what is a very complex process with many different hurdles that an investor needs to overcome […]

February 19, 2011

How business owners can BUY their premises using their super – Part 2

In business one of the highest overheads you have is rent. Would you rather all that rent money going into your landlord’s pockets or funding your retirement nest egg?

Due to recent changes to the superannuation laws, you are now able to combine your existing superannuation savings with a special type of loan making it possible to own your business premises without the previously required large amount of capital.