When establishing a Self-Managed Super Fund (SMSF), one of the most important decisions you’ll face is whether to opt for a corporate trustee or individual trustees. Each option has its own set of advantages and disadvantages, and understanding these can help you make an informed choice that aligns with your long-term goals. The Corporate Trustee […]
It’s not uncommon to hear a story that goes like this from a SMSF trustee: When I first started managing my SMSF, I thought I had it all figured out. I’d put everything into a handful of “sure thing” stocks and watch my wealth grow. Oh, how naive I was! It wasn’t until I spoke […]
There’s something deeply satisfying about investing in property. Perhaps it’s the tangible nature of real estate or the potential for steady rental income. Whatever the reason, many Self-Managed Super Funds (SMSFs) trustees find property investment appealing. SMSFs offer a unique opportunity for you to take control of your retirement savings and invest in property. However, […]
Creating an effective investment strategy for your Self-Managed Super Fund (SMSF) isn’t just a box-ticking exercise – it’s about setting the course for your financial future. Your investment strategy is more than just a document – it’s the beating heart of your SMSF. It outlines how you plan to invest your fund’s assets to meet […]
Setting up a Self-Managed Super Fund (SMSF) is a significant financial decision that requires careful consideration. I remember when I first started looking into it, I was overwhelmed by the conflicting information out there. While there’s no legal minimum balance required to establish an SMSF, recent research suggests that a balance of $200,000 or more […]