What Happens When an SMSF Member Dies? Death is not something most trustees like to think about when establishing or managing an SMSF. In practice, however, it is one of the most important areas trustees should prepare for properly. When an SMSF member dies, the fund does not simply “pass automatically” to family members. The […]
READ MORESMSF Pension Rules Explained Simply
What Is an SMSF Pension? An SMSF pension, more formally known as an account-based pension, allows members to draw a regular income from their super once they meet a condition of release. Unlike accumulation phase, where contributions and investment earnings build your balance, pension phase focuses on accessing those funds to support retirement. At its […]
READ MOREArtificial Intelligence in the SMSF Industry: What Trustees Should Know
How AI Could Change the SMSF Industry Artificial intelligence has quickly moved from a theoretical concept to a practical tool used across many industries. Accounting, financial services and investment management are already beginning to explore how AI can improve efficiency, data analysis and decision making. For the Self-Managed Super Fund sector, the conversation around artificial […]
READ MORESMSF Investment Rules: What’s Allowed, What’s Not, and Where Trustees Get Caught
One of the most persistent misconceptions in the SMSF space is that compliance revolves around asset types. Trustees often ask whether their fund can invest in property, cryptocurrency, private companies or precious metals. The assumption is that some assets are “allowed” and others are not. In reality, SMSFs can invest in a wide range of […]
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