Category Archives: Self-Managed Super Funds

Three new measures for SMSF trustees that are now enforce

On 7 August 2012 the ATO introduced three new measures that will affect the obligations of Self Managed Super Fund (SMSF) trustees. The ATO has stated that the new measures are designed to address potential risks and strengthen the regulatory framework in which SMSF’s operate. As a result, SMSF trustees will now be required to adhere […]

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SMSF related party loans: ATO says OK to a 0% interest rate

A related party loan can be a useful alternative to a regular bank loan for a self-managed super fund (SMSF) looking to invest in property (or another asset). Both loan arrangements are limited recourse in nature (that is, the lender’s recourse is limited to the asset purchased in the event of default) however, the key […]

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Ban on SMSF off-market transfers deferred until 1 July 2013

Trustees of self-managed super funds (SMSF’s) are able contribute some personally-owned assets to their fund by way of an off-market transfer. An off-market transfer is also known as an in-specie contribution. If you own shares, term deposits, managed funds or business real property (but not residential property), you can transfer the ownership of these assets […]

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Buying property in your Self-Managed Super Fund (SMSF) – Why it’s not for everyone

Self-managed super funds (SMSF’s) are certainly fashionable at the moment. Most days there is something written in the newspapers about them and everyone seems to know someone who has one. Considering the poor performance delivered by most other super funds over the last few years, it’s perhaps not surprising that around 2,000 new SMSF’s are […]

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    Financial Planning Expert is an independent financial planning business based in Melbourne. We provide genuinely independent and conflict free financial advice. We’re experts in self-managed superannuation fund (SMSFs) advice and strategy, retirement planning, property and share investment advice, life and income protection insurance, tax planning, asset protection, estate planning and advice for Australian expatriates.