Set up and manage a Self-Managed Super Fund (SMSF)

Set up and manage a Self-Managed Super Fund (SMSF) Control over your retirement savings starts with a fund built to hold them. You want your super invested the way you would invest it, not the way a default option would. An SMSF gives you that. It also makes you the trustee: the person who signs […]

Set up an SMSF borrowing arrangement (LRBA)

Set up an SMSF borrowing arrangement (LRBA) Your fund can borrow to buy one asset, and the rules for how are exact. Your fund has found the asset but not the full purchase price. A limited recourse borrowing arrangement is the only route superannuation law leaves open. The asset sits in a separate bare trust […]

Update your Self-Managed Super Fund (SMSF) deed

Update your Self-Managed Super Fund (SMSF) deed The deed decides what your fund is allowed to do, and it was written a long time ago. Nobody reads their SMSF deed until the fund needs to do something. Then the accountant asks for a pension the deed does not contemplate, or a binding nomination it never […]

Transfer business real property into your SMSF

Transfer business real property into your SMSF The building your business trades from can be the asset your super retires on. You own the premises your business operates from, and they sit outside super doing nothing for your retirement. Business real property is the one asset class an SMSF is allowed to buy from you. […]

Make a superannuation death benefit nomination

Make a superannuation death benefit nomination Your super does not pass under your will, and the person who decides is the person who survives you. Superannuation is often the largest asset a person owns, and it is not theirs to leave. It sits in a trust. When you die the trustee decides who receives it, […]

Make compliant SMSF investments

Make compliant SMSF investments The flexibility is real, and so is the line you cannot cross. You have found something you want the fund to invest in, and it is not on any platform’s menu. That is the whole point of running your own fund. It is also where the rules begin to apply at […]

Solution Brief: Why you need an enduring attorney for your SMSF

The trustee of your SMSF is all-powerful. The trustee decides how much money you can put in the fund, who else can join, how your money is invested, how much gets paid out to you and when, and finally who gets what’s left over when you die. This is why you are required by law […]

Solution Brief: Super Death Benefit Nominations

This information sheet discusses why you need to think about what happens to your super when you die People have more and more of their wealth tied up in super.  People are also keeping money in super for longer during retirement – taking a super ‘pension’ rather than in lump sums because it is better […]

Solution Brief: Self-Managed Superannuation Fund Investment Rules

Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]

Solution Brief: Powers of attorney for SMSF members and trustees

This Solution Brief discusses what you can do to safeguard your super benefits if you lose capacity as a member and trustee of an SMSF Planning for the unexpected is never pleasant. However, when your hard-earned super benefits are at stake, our view that it’s better to be safe rather than sorry. Care needs to […]