• 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...
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...
ATO Email – Changes to your SMSF Account

ATO Email – Changes to your SMSF Account

by Guy Wuoti | Tue, Nov, 2020 | SMSF Options, Adviser, Property, SMSF Gold Coast, SMSF Setup, Tax

The ATO has recently implemented a new practice of alerting authorised SMSF trustees via email and/or text message whenever changes are made within your self-managed super fund (SMSF). If you have received this email for the first time you may be asking, what does...
Investment Strategies – When did you last review your SMSF’s strategy?

Investment Strategies – When did you last review your SMSF’s strategy?

by Guy Wuoti | Fri, Oct, 2019 | Investments, SMSF Setup, Tips and traps, Trustee

You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern within the ATO’s letter is ensuring that trustees have...
Is your SMSF adequately diversified?

Is your SMSF adequately diversified?

by Guy Wuoti | Tue, Aug, 2019 | Investments, Adviser, SMSF News, SMSF Options, SMSF Setup, Tips and traps

Is your SMSF portfolio adequately diversified? The  benefits of a well diversified portfolio are numerous, however one of the key benefits that SMSF trustees should focus on is the of mitigation of volatility and short-term downside investment risks, preserving...
EOFY Superannuation Strategies

EOFY Superannuation Strategies

by Guy Wuoti | Tue, May, 2019 | SMSF News, Accessing your super, Adviser, Boosting your Balance, Facts & Figures, Investments, SMSF Options, SMSF Setup, Tax, Tips and traps, Trustee

The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. After the introduction of the significant legislative...
« Older Entries
  • Facebook
  • X
  • Instagram
  • RSS