SMSF-resources

SMSF video resources

There are a great range of informative videos that explain how you can best manage your Self Managed Super Fund. Below are a series of videos from the Australian Tax office that we highly recommend. Regardless of whether you already have your own SMSF or if you’re just considering one, there is much you can learn from these ATO videos.  

 

What’s involved with an SMSF?

Why do I want an SMSF?

SMSF – you can’t do it all yourself

Setting up your SMSF

SMSF trustees – individual or corporate?

SMSF trustee declaration

Planning for the unexpected in your SMSF

Separation of assets in your SMSF

Loans and early access in your SMSF

SMSF – related party transactions

Arm’s length transactions in your SMSF

In-house assets in your SMSF

Borrowing and limited recourse borrowing arrangements in your SMSF

Business real property in your SMSF

Planning for retirement in your SMSF

Retirement and conditions of release in your SMSF

What happens when an SMSF member dies?

Annual SMSF obligations

The annual SMSF audit

SMSF investment strategy

Record keeping in your SMSF

What happens if your SMSF breaches the law

When should I wind up my SMSF?

Record keeping in your SMSF

The Independent Financial Advisor

About The Independent Financial Advisor

My name is Tim Mackay and I am The Independent Financial Advisor. I advise pre-retirees and retirees on how to manage their family's wealth and to fund their dream retirement.

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