Setup and manage a Self-Managed Super Fund (SMSF)
Manage your superannuation Setup and manage a Self-Managed Super Fund (SMSF) We will help you set up and manage a Self-Managed Super Fund that gives you control over your retirement savings and investment strategy. An SMSF is the most powerful retirement structure available to Australian investors, but only if it is set up correctly and […]
Why jurisdiction matters when it comes to trusts
Trusts may be ubiquitous in the Australian business landscape, but they are not simple structures to administer. If you have a trust, or are establishing a trust, one aspect you need to consider is the ‘governing law’ or the jurisdiction of the trust. Let us tell you why…
Estate Planning: Superannuation
Join our team as we answer your FAQs about superannuation. If you want to read a written version of these FAQs, click here. To watch the rest of our Estate Planning series: The Importance of Estate Planning Wills Challenges to a Will Financial Decision Making and Medical & Lifestyle Decision Making Estate Administration The […]
EP FAQ Part 6: Superannuation
We have said several times that super is not part of your estate – so you may be wondering why on earth superannuation is featuring as part of our EP FAQ series. There’s only one thing to do if you’re curious – read on! Why do I need to think about what happens to my super […]
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 […]
Solution Brief: Single Member SMSFs
This solution brief discusses your options for appointing a trustee for your self-managed super fund, and what happens if you lose mental capacity, die, or leave the country. Single member funds A self-managed super fund can have 1 member, but care needs to be taken as to who acts as the trustee. You also need […]
Solution Brief: Life Insurance and Super
Holding your life insurance policy through your super fund is not always as “tax-effective” as you may think. You need to think past the “deduction” for premiums. The good news Funding life insurance premiums through super can be tax effective because concessional contributions used to pay premiums are effectively not subject to the 15% contributions […]