SMSF Specialists

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Natalia Clack

Transfer Balance Cap reporting – what does it mean for you?

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From 1 July 2017, superannuation fund members are subject to a $1.6 million transfer balance cap (TBC) which limits the tax exemption for assets funding superannuation pensions. The TBC encompasses a significant amount of monitoring for an individual. This monitoring is to be facilitated by the Australian Taxation Office’s (ATO) event-based reporting framework. Event-based reporting […]

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Trustee Education

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  We recognise the importance of trustee education and being supported with resources to assist you to feel informed and in control of your self-managed super fund journey. As a member of the SMSF Association, the independent, professional body representing Australia’s self-managed super fund sector, we now have the following SMSF trustee resources on our

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Property and my SMSF

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Directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it’s an important and significant part of a diversified portfolio.  There are numerous strategies and ways for property to form part of an SMSF’s investments and each must be carefully considered.

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smsf trust deed

Trust deeds in the new SMSF world – Benefit payments and estate planning

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With the new super rules in effect as of 1 July 2017, now is the right time to review if your trust deed needs to be enhanced or amended to deal with the new approaches and strategies you may need to implement.
At Easy Super can help you understand how the new laws may impact you and partner with a lawyer to review and amend your trust deed as required.

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