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Thinking about a SMSF?
How to set up your SMSF
Grow your Super
Access your Super
Winding up your SMSF
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SMSF Rollout Request
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Investment & Insurance Strategy Questionnaire
Transfer to SMSF Options
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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
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About SMSF Options
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Why SMSF
- Thinking about a SMSF?
- How to set up your SMSF
- Grow your Super
- Access your Super
- Winding up your SMSF
Services
- SMSF Setup
- SMSF Administration
- SMSF Advice
- SMSF Audit
Resources
- Forms
- SMSF Setup Request
- SMSF Rollout Request
- SMSF Will
- Investment & Insurance Strategy Questionnaire
- Transfer to SMSF Options
- 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
Blog
Login
About Us
- About SMSF Options
- Our Managing Director
- Contact
Blog Post Image:
Estate planning considerations when commencing a pension
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Estate planning File
Published
17 July 2012
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Estate planning considerations when commencing a pension
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