Appointing trustees or directors for a self-managed super fund (SMSF) is a critical step in establishing and maintaining compliance with Australian superannuation laws. Whether your SMSF operates with individual trustees or a corporate trustee, understanding the eligibility criteria, legal responsibilities, and administrative obligations is essential. Eligibility Criteria All members of an SMSF must be either…
The approach to the end of the financial year is a great time to review your superannuation strategy – especially if you haven’t used up your concessional (pre-tax) contribution caps in recent years. Thanks to the ATO’s carry-forward contributions rule, you may be able to boost your super and gain a tax advantage by topping…
For many, the goal is to keep their superannuation invested for as long as possible. And it’s easy to see why: the longer your super stays in the fund, the more time it has to grow, especially if your investment choices are performing well. One of the most common questions people ask is: “Do I…
When you’re in the thick of raising a family – balancing work, school runs, and sleepless nights – estate planning probably isn’t top of your to-do list. But here’s the thing: if you have kids, a mortgage, or even just a bit of superannuation, having a solid estate plan in place is one of the…
