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Navigating complex SMSF lending rules requires expert knowledge to avoid costly mistakes. From proper bare trust establishment to understanding borrowing limitations, trustees must follow strict guidelines to protect retirement assets. Don’t risk penalties—ensure your investment strategy complies with all regulations. #smsf lending rules

SMSF Lending Rules: What Most Trustees Get Wrong That Could Cost Them Their Retirement Read More »

SMSF Lending Rules: What Most Trustees Get Wrong That Could Cost Them Their Retirement

Navigating SMSF lending to related parties? Don’t risk ATO penalties! Our guide reveals 5 critical compliance rules protecting your retirement savings. Learn proper documentation, the 5% in-house asset rule, and safe harbour practices for your super fund. #smsf lending money to related party ato

SMSF Lending Money to Related Party ATO: 5 Critical Rules That Could Save Your Retirement Read More »

SMSF Lending Money to Related Party ATO: 5 Critical Rules That Could Save Your Retirement

Unlock the power of smart SMSF property investing with essential financial analysis tools. Our calculator helps you assess borrowing capacity, compare investment options, and make data-driven decisions within strict super regulations. Take control of your retirement strategy! #smsf home loan calculator

SMSF Home Loan Calculator: Your Secret Weapon for Smarter Property Investment Decisions Read More »

SMSF Home Loan Calculator: Your Secret Weapon for Smarter Property Investment Decisions

Analyzing recent shifts in SMSF investment patterns reveals ETFs surging to 57% adoption while property remains a cornerstone asset. Smart trustees are balancing strategic foundations with tactical flexibility, outperforming APRA funds by 1.2%. Size doesn’t limit diversification with today’s investment options. #SMSF asset allocation trends

SMSF Asset Allocation Trends: Is Your Retirement Strategy Still Working in 2023? Read More »

SMSF Asset Allocation Trends: Is Your Retirement Strategy Still Working in 2023?

Navigating the complex world of SMSF borrowing? Don’t overlook crucial details in your SMSF loan agreement that could impact compliance and returns. From interest rates to default clauses, understanding the fine print protects your retirement investments while satisfying ATO requirements. #smsf loan agreement

SMSF Loan Agreement Secrets: The Fine Print That Could Make or Break Your Retirement Read More »

SMSF Loan Agreement Secrets: The Fine Print That Could Make or Break Your Retirement

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