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Leaving Your Super To Your Children - The Tax Effective way and the .. Other Way.
Meet Helen Helen was 65, recently retired, and thinking about what would happen to her assets when she passed away. As a single mother,...
Jessica Gwynne
Mar 124 min read
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Death Benefits - Binding vs Non Binding - What does it even mean?
Making the Right Choice for Your SMSF One of the most overlooked parts of having a Self-Managed Super Fund (SMSF) is deciding what...
Jessica Gwynne
Mar 124 min read
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Case Study: The Importance of Structuring Death Benefit Agreements Correctly
Planning for the Unexpected Superannuation is often one of the biggest assets a person has, but many people don’t realise that it doesn’t...
Jessica Gwynne
Mar 123 min read
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Best Practices for SMSF Record-Keeping: Keeping It Simple & Stress-Free
If you have an SMSF, you already know that keeping track of paperwork is part of the deal. Every transaction in your SMSF bank account...
Jessica Gwynne
Feb 276 min read
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What Does Setting up an SMSF take?
So, you’ve decided to take control of your super and set up a Self-Managed Super Fund (SMSF). You’ve done your research, crunched the...
Jessica Gwynne
Feb 275 min read
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