SMSF

Calculating ECPI SMSF: A Guide to Segregated and Unsegregated Methods  Self-Managed Super Funds (SMSFs) make up over one-quarter of Australia’s total superannuation assets. This means that thousands of Australians are taking control of their retirement savings and, with it, the responsibility for tax management. One of the critical tax considerations for SMSFs is the calculation […]

A Guide to SMSF Actuarial Certificates: When and Why You Need One  If you’re running a Self-Managed Super Fund (SMSF), there are many rules and regulations that you need to stay on top of to ensure compliance. One such regulation involves the SMSF actuarial certificate – a critical document for SMSF trustees, particularly those managing

Top 5 Reasons Why SMSF Accountants are a Game-Changer  Self-Managed Superannuation Funds (SMSFs) are a fantastic way for individuals to take charge of their retirement savings. However, they come with their own set of challenges, from compliance issues to strategic financial planning. At Wardle Partners Accountants & Advisors, with over 40 years of experience on

A Comprehensive Guide to SMSF Accounting Table of Contents Add a header to begin generating the table of contents What is SMSF? Introduction to SMSF A Self-Managed Super Fund (SMSF) is a type of superannuation fund in Australia where the members are also the trustees. This means that the members run it to provide future retirement benefits

Children and SMSFs: Superannuation Under 18 Understanding superannuation under 18 (at a young age) is not just about preparing for retirement, it’s about building a strong financial foundation for life. It empowers every member to make informed decisions, secure their future, and navigate various financial challenges with confidence. The knowledge gained about superannuation under 18

16 Key Accounting Roles For Your Super  Managing a Self-Managed Super Fund (SMSF) offers the potential for personalised retirement planning but also demands meticulous attention to compliance and performance. Professional expertise in various key areas can make this process more effective and secure. This blog post delves into 16 key areas where the guidance of

Choosing Corporate Trustee Vs Individual Trustee for SMSFs – A Detailed Analysis  Corporate Trustee vs Individual trustee for Self-managed Superannuation Funds (SMSFs) – what is the better structure for you?  Whether you are about to set up an SMSF or are reviewing your SMSF trustee structure, this comprehensive guide aims to provide an in-depth look

Structure your SMSF with the Most Common Self Management Super Fund Set Up Self-managed super funds (SMSFs) are a crucial aspect of Australia’s retirement planning landscape and it’s important to become familiar with two of the most common self managed super fund set up. With the flexibility they offer, many Australians opt for this personalised

What are the Pros and Cons of SMSF to consider for retirement? Knowing the pros and cons of SMSF is a fundamental step in responsible financial planning. Self-managed super funds (SMSFs) have become a popular choice for Australians looking to take control of their retirement savings. However, understanding the advantages and disadvantages of SMSFs, as