• P: 1300 790 110 | E: service@redwoodadvisory.com.au

smsf strategies

smsf mortgage form

SMSF Lending: Here To Stay

Late 2014, the “Financial Systems Inquiry Report” (“FSI”), provided 44 recommendations, one of which was a proposed “Ban on limited recourse borrowing arrangements” or SMSF Loans. This caused significant uncertainly for SMSF professionals and investors. Last week, there has been a major development with Assistant Treasurer Mr Josh Frydenberg gave the biggest indication that SMSF…

read more
taking a smsf loan? We have a smsf checklist to help you

30 JUNE 2015 SMSF YEAR END CHECKLIST & STRATEGIES

The end of the financial year is fast approaching. We will now address some of the key strategies that must be considered pre 30 June 2015. Self managed superannuation funds (“SMSF’s) are about strategy, and your strategy needs to be compliant with Superannuation Law. A sound SMSF strategy will ensure you achieve the maximum tax…

read more
nest egg full of gold eggs and cash

2014/2015 SMSF STRATEGY: CONTRIBUTION CAPS

The key to utilising an effective SMSF strategy is understanding the tax benefits of SMSF. From investing in shares to borrowing to invest in property, utilising an SMSF can be a key vehicle to securing your retirement nest egg. A key strategy is SMSF contributions including type of contributions and the tax advantages including tax…

read more
home on hanger with contractors below

SMSF PROPERTY: REPAIRS V IMPROVEMENTS

  Many SMSF members are thinking about setting up an SMSF to purchase SMSF Property. Once we let them know that you cannot purchase a beach house and live in it during the holidays, the discussion points to how to borrow to invest in SMSF Property and how to structure the SMSF Property in accordance…

read more
checklist with a pencil

End of Financial Year SMSF Strategies

  Self managed superannuation funds (“SMSF’s) are about strategy, and your strategy needs to be compliant with Superannuation Law. A sound SMSF strategy will ensure you achieve the maximum tax benefits for your fund and will improve your retirement balance in the long run. We have identified key strategies and compliance considerations for your in…

read more