Winding up or closing an SMSF may occur for a number of reasons such as relationship breakdown or bankruptcy. Learn about trustees’ obligations to members and regulators. Or Learn about the steps in closing an SMSF.
An SMSF is subject to specific concessional taxation rules, so long as the fund complies with the government’s super rules.
There are specific investment rules that must be followed to ensure an SMSF remains eligible for tax concessions. Learn about the types of investments your SMSF can and can’t invest in and lending and borrowing restrictions.
In most cases your super cannot be withdrawn until you reach a certain age or retire. Learn about withdrawing your super as a lump sum or in the form of an income stream.
Contributing to super will grow your nest egg to fund your retirement. Learn about the different types of contributions and taxation of each.
Setting up your own SMSF requires you to become a trustee of the fund. This is an important decision that carries certain duties and responsibilities.
There are almost 600,000 self-managed super funds (SMSFs) in operation in Australia. SMSFs are not suitable for everyone. Learn about what an SMSF is, how they are regulated and becoming a trustee of your own super fund.
If you need to take out life insurance to protect yourself and your loved ones financially, you have three broad options – group life insurance, retail life insurance, or arranging life insurance yourself directly through an insurer.Download for Free