• Facebook
  • X
  • Instagram
  • RSS
SMSF Options
  • About Us
  • Services
    • SMSF Admin
    • SMSF Audit
  • Resources
    • Forms
      • SMSF Setup Request
      • Consent to Act
      • SMSF Rollout Request
      • SMSF Will
      • Investment & Insurance Strategy Questionnaire
    • Handouts
      • Data Feed List
      • Guide to Borrowing in SMSF
      • Account Based Pension
    • Documents
      • Loan Agreement – Unsecured
    • Tutorials
      • Video Tutorial: Thinking about an SMSF
        • What’s involved with an SMSF
        • Why do I want an SMSF
        • Can you do it all yourself?
      • Video Tutorial: Setting up an SMSF
        • Setting up your SMSF
        • SMSF trustees – individual or corporate
        • Trustee declaration
        • Planning for the unexpected
      • Video Tutorial: Investments
        • Separation of assets
        • Loans and early access
        • Arm’s length
        • In-house assets
        • Borrowing and limited recourse borrowing arrangements
        • Business real property
      • Video Tutorial: Contributions and payments
        • Planning for retirement
        • Retirement and conditions of release
        • What happens when a member dies
  • Login
    • Fund Reports
    • Document Portal
  • News & Updates
  • Contact Us
Select Page
Applying for a Director Identification Number (DIN)

Applying for a Director Identification Number (DIN)

by Guy Wuoti | Wed, Dec, 2021 | SMSF Options, SMSF Gold Coast, SMSF Setup

Recent legislation has introduced new obligations for company directors requiring them to obtain a personal director identification number (‘Director ID’). Below we highlight your new obligations and provide the appropriate information to ensure your ongoing director...

Technically Speaking: Understanding the Transfer Balance Cap series – Laying the foundations

by Admin | Mon, Nov, 2021 | Uncategorized

Overview The Transfer Balance Cap (TBC), which became effective from 1 July 2017, was broadly introduced to limit, or restrict, the amount that individuals are able to transfer into retirement phase pensions. Under this framework, the amount transferred into...
Is your SMSF ready for the End of the Financial Year (EOFY)?

Is your SMSF ready for the End of the Financial Year (EOFY)?

by Guy Wuoti | Fri, Jun, 2021 | SMSF Gold Coast

With the end of the financial year (EOFY) fast approaching, now is the perfect time to make some final checks and ensure everything is in order for your Self Managed Superannuation Fund (SMSF) before 30 June. The following are some matters that you might want to know...
2021-22 Federal Budget Update – A strong Budget for SMSFs

2021-22 Federal Budget Update – A strong Budget for SMSFs

by Guy Wuoti | Wed, May, 2021 | SMSF Gold Coast, Accessing your super, Adviser, Boosting your Balance, Facts & Figures, Pensions, SMSF News, SMSF Options, SMSF Setup, Tax

  As expected, this year’s Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, there were some welcome surprises for SMSF trustees, the key measures that you should be aware of are outlined below. All measures...
  • Facebook
  • X
  • Instagram
  • RSS