Category Archive: SMSF

  1. Does ‘transition to retirement’ or TTR, still work?

    Like so many questions involving superannuation, the answer is ‘it depends’.   Here is a great article about the advantages and disadvantages of the transition to retirement or TTR by Peter Kelly from the September 2017 Prepare for Life Publication. Many readers will be familiar with a popular superannuation strategy referred to as ‘transition to […]


    Hardly a week goes by without the mainstream media mentioning superannuation. It certainly remains at the forefront of many conversations around the country at the moment! The changes to superannuation that were announced in the 2016 Budget have now (mostly) made their way into legislation. While a lot of attention has been given to the […]

  3. Taxing Times for SMSFs – Self Managed Super Funds

    Taxing times for self-managed super funds Helen Hodgson, Curtin University Self-Managed Superannuation Funds (SMSFs) are the fastest growing sector of the superannuation industry, spiking by 33% between 2008 and 2012, putting them in the sights of both the super industry and the Australian Taxation Office. From July the ATO will be able to levy individual […]

  4. New insurance change set to affect SMSFs

    A change that will limit the types of insurance that an SMSF is permitted to take out for its members, from July. Currently, it is possible for an SMSF to hold a range of different insurance policies for a member. The types of policies that may be taken out by the fund can be broadly […]

  5. SMSF

    What is an SMSF? “SMSF” stands for Self Managed Super Fund. An SMSF is a personal superannuation fund used to accumulate superannuation savings for retirement benefits and investments. They operate in the same way as a commercial super fund, but the difference is that the trustee, or trustees, is a member of the fund. Alternatively, […]

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