You probably have heard about the 2016-17 Budget and related superannuation reforms due to apply from 1 July, 2017. However, you might not have thought about estate plans and trust deed updates. In order to ensure your clients are going to be prepared, you need to read on.
Read MoreJust like your car needs servicing, your clients’ self-managed superannuation fund (SMSF) trust deeds may be in dire need of a service. SMSF trust deeds are like the “rule book” for the SMSF. They are the document that stipulates what the trustees of the fund can and cannot do.
Read MoreUsing your self-managed superannuation fund (“SMSF”) to invest in residential property is more popular than ever – but don’t sign that contract just yet! SMSF borrowing law is complex and can catch out even experienced investors. Here are the top 3 mistakes we have seen (and fixed!) for clients who have not seen us before signing a contract.
Read MoreDid you know that it may be possible for your superannuation to be used to purchase a cane farm well before retirement age? However, using a Self Managed Superannuation Fund (“SMSF”) to purchase farm land can be complex and it may not be a suitable entity for everyone.
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