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News & Articles on Finance & Business, Accounting, Taxation, SMSF & more

SMSF property investment

Investing In Property With An SMSF: Everything You Need To Know

In recent years, investing in property through a self-managed super fund (SMSF) has increased in popularity, as it is now possible for SMSFs to borrow money to pay for a direct property purchase. In this blog, we’ll be looking at everything you need to know about SMSFs. Table of Contents What Is A Self-Managed Super Fund (SMSF)? How To Buy Property With An SMSF Is It Worth It? How Much Money Do I Need In My SMSF To Buy A

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A Lot Coins In Glass Money Jar

Can You Withdraw Money From Your Super Or SMSF?

There are many legalities surrounding self-managed super funds (SMSFs) and other super accounts that it can often be difficult to know where to start. Here are the ins and outs regarding SMSF and super withdrawals to avoid steep financial penalties. Table of Contents What are the rules? What is a lump sum? At what age can you withdraw money from your super and SMSF? In what situation can you withdraw money early? COVID-19 Financial hardship Temporary/permanent incapacity Medical grounds How

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smsf tips

Self-Managed Super Funds: 5 Most Common SMSF Questions Answered

If you are starting to plan for your retirement, self-managed super funds can be a great way to maximise your savings and manage your money yourself, however, they can be a lot of work and require specialist knowledge. At Charter Partners, we provide a wealth of self-managed super fund services, and we’ve put together some answers to common questions you may have about superannuation and self-managed super funds. Table of Contents What is a self-managed super fund? Who can be

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self managed super fund brisbane, gympie and bundaberg

How To Ensure A Swift And Successful Self-Managed Super Fund

Self-managed super funds (SMSF) are a way to save for retirement. They are usually established by an individual or family as a means of looking after their own super savings. The operative word (or words) is self-managed. An SMSF needs to be managed in order for it to be successful. It shouldn’t just be left – that is not really different to putting money into an interest-bearing savings account. Here are some expert tips from Charter Partners for a successful

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SMSF Investing In Unit Trusts - Charter Partners In Brisbane

SMSF Unit Trust Investments

A brief overview of the ways an SMSF may utilise the popular investment vehicle the unit trust to invest and hold the assets of the fund. Here is the Charter Partners take on a recent article by Dan Butler (DBA Lawyers) recently published in Self Managed Super Magazine (full article see ).Table of Contents Unit Trust – Introduction Closely Held Unit Trusts SMSF ‘In-house Assets’: Restrictions for Related Unit Trusts Non-geared Unit Trust Unrelated Unit Trust Other Considerations Conclusion

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SMSF changes by Bill Shorten

How Labor’s Proposed Reforms to the Imputation System May Affect Your Self-managed Super Fund

A Self-managed superfund (SMSF) is hard work, but it provides you with freedom and control when it comes to your retirement savings. You’ve paid your taxes throughout your career and are looking forward to luxurious adventures in the work-free decades ahead. However, under Labor’s proposed reforms to the imputation system, a portion of that retirement revenue could be under threat. Labor’s proposed reforms would mean that some self-directed investors who currently claim a cash refund on unused imputation credits will

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