Justin

Navigating the complexities of property investment through a Self-Managed Super Fund (SMSF) can be a powerful strategy for building retirement wealth, but it comes with a range of compliance challenges. Recent data from the Australian Taxation Office (ATO) indicates a growing interest in SMSFs investing in property, with residential property allocations rising 26.4% to $55.2

Total and Permanent Disability (TPD) insurance payouts can provide vital financial support for SMSF members experiencing a life-changing event. However, understanding the tax implications of these payouts is crucial, as they can vary significantly based on the member’s age and circumstances. Tax Treatment of TPD Payouts Key Considerations for SMSF Trustees Practical Steps for SMSF

As we approach 2025, high-income professionals such as surgeons, medical specialists, and corporate executives need to prioritize strategic decision-making within their Self-Managed Super Funds (SMSFs). With regulatory changes, evolving market conditions, and emerging compliance obligations, staying ahead is essential to protect and grow wealth. Here are some of the key SMSF considerations tailored for high-income

Self-managed super fund (SMSF) trustees, particularly high-income earners such as medical specialists, legal professionals, and business executives, must prioritize their investment strategy documentation to ensure compliance and avoid scrutiny by the Australian Taxation Office (ATO). Properly maintaining and reviewing this documentation throughout the year is not just a regulatory requirement but a critical step in