Wills and SMSF estate planning

SMSFs are the investment vehicle of choice for a huge number of Australians – which is no surprise considering the control and flexibility they offer. Although most of us ensure we have valid death benefit nominations in place covering our superannuation monies, we need to ensure these nominations are also integrated with our personal Wills to form an overall estate plan.

Welcome to Alison Kerrigan

Superfund Partners would like to extend an incredibly warm welcome to our newest recruit, Alison Kerrigan.  Alison will be taking over the position of SMSF Manager and working closely with the rest of the team.

Sneak peak at 2012


The last 12 months have been extremely busy for Superfund Partners. We have undergone significant growth with hundreds of new clients coming on board, not to mention the size of our team doubling.

Changes ahead for asset transfers

Important changes affecting asset transfers to your SMSF are expected to apply from 1 July 2012. The changes ban ‘off-market’ transfers of assets by related parties to SMSFs.

2011 SMSF Accounts – Common Questions

For many of our clients, the 2011 year will be the first year we have completed your annual SMSF accounts.  At Superfund Partners, we often do things a little different compared to your typical end of year style accountant. With that in mind, we would like to answer some common questions about the completion of your 2011 SMSF accounts.

Superfund Wholesale Launched

Superfund Wholesale B2B SMSF Administration

 

 

 

 

 

 

 

We are proud to announce the launch of Superfund Wholesale – a revolutionary self managed super fund (SMSF) business solution designed specifically for financial service providers.

ATO Provides Certainty on SMSF Property Improvements

The ATO has released a draft ruling which empowers self managed super fund trustees to renovate and improve properties purchased under limited recourse borrowing arrangements.

Prior to the ruling being released, it was not feasible for a SMSF to improve, enhance or renovate property acquired where a limited recourse loan was used – regardless of the source of monies for the modifications.

Online SMSF accounts – new features

Superfund Partners is proud to announce some significant and extremely useful upgrades to our FundWeb online SMSF accounts.

Wilson HTM – Direct SMSF Accounting Integration

Superfund Partners is proud to announce Wilson HTM as a new provider of direct transaction information into our specialised SMSF accounting platform.

When to revalue SMSF property

A common question SMSF trustees who invest in direct property have is: When does our SMSF property investment need to be revalued?

In this article I will not only confirm when properties held by SMSF need to be valued, but also how they can be valued and who can value them.