Starting an SMSF? Don’t overlook critical compliance steps like trustee declarations, structure selection, and investment strategy documentation. Most new trustees miss these essential setup requirements, risking ATO penalties. Proper SMSF setup creates the foundation for successful self-directed retirement planning. #SMSF Setup
Critical Compliance Steps Often Overlooked by SMSF Trustees Read More »
Considering DIY super? Beyond investment opportunities, understand the true SMSF setup costs—from trust deeds to trustee structures. With proper planning and adequate balances ($250K-$300K recommended), an SMSF can be cost-effective compared to traditional super funds. Is this self-directed approach right for you? #SMSF Setup
The Real Price Tag of DIY Super: Is Your SMSF Setup Costing You More Than You Think? Read More »
Navigating the SMSF setup process requires meticulous attention to detail. First-time trustees often miss critical steps like establishing a comprehensive trust deed, choosing the right trustee structure, and developing a meaningful investment strategy. Don’t let compliance issues derail your retirement dreams. #SMSF Setup
From Dream to Reality: 5 Critical Steps First-Time SMSF Trustees Often Miss Read More »
Considering professional SMSF Setup instead of DIY? This breakdown reveals the hidden costs behind saving on initial fees. While DIY seems cheaper, compliance penalties, time commitment (15-20 hours monthly), and investment strategy complexity often make professional setup more economical long-term. Make your SMSF journey strategic, not stressful. #SMSF Setup
SMSF Setup Showdown: Is Your DIY Approach Costing You More Than Professional Help? Read More »