Tips & Suggestions

Tips & Suggestions


Self Managed Super Fund

SMSF annual obligations

January 17, 2016

Make sure you meet all your SMSF obligations before lodging your fund’s annual return. Create and Protect Financial Planning group helps you set realistic lifestyle

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Self Managed Super Fund

Get an electronic service address

August 24, 2015

If your SMSF will receive contributions from employers (other than related-party employers), it needs to be able to receive the contributions and associated SuperStream

Read More
Self Managed Super Fund

Prepare an exit strategy

August 24, 2015

Even when you’re setting up your SMSF you need to consider what happens when the SMSF ends, or ‘winds up’. Consider including specific wind-up requirements

Read More
Banking

Set up a bank account

August 24, 2015

You need to open a bank account in your fund’s name to manage the fund’s operations and accept cash contributions, rollovers of super and income from investments.

Read More
Self Managed Super Fund

Register your fund

August 24, 2015

Once your fund is established and all trustees have signed a trustee declaration, you have 60 days to register in the tax and super systems. You do this by applying for

Read More
Trustee

Appoint your trustees

August 17, 2015

New funds usually appoint trustees under the fund’s trust deed. All trustees and directors must: consent in writing to their appointment sign a stating that they understand

Read More
Property Investment

Create the trust and trust deed

August 17, 2015

A trust is an arrangement where a person or company (the trustee) holds assets (trust property) in trust for the benefit of others (the beneficiaries). A super fund is a special

Read More
Self Managed Super Fund

Setting Up SMSF

August 17, 2015

Your SMSF needs to be set up correctly so that it’s eligible for tax concessions, can receive contributions and is as easy as possible to administer.

Read More
Self Managed Super Fund

Thinking about self-managed super

August 17, 2015

If you set up a self-managed super fund (SMSF), you’re in charge – you make the investment decisions for the fund and you’re held responsible for complying with the

Read More
Banking

Set up a bank account

August 24, 2015

You need to open a bank account in your fund’s name to manage the fund’s operations and accept cash contributions, rollovers of super and income from investments.

Read More
Property Investment

Create the trust and trust deed

August 17, 2015

A trust is an arrangement where a person or company (the trustee) holds assets (trust property) in trust for the benefit of others (the beneficiaries). A super fund is a special

Read More
Self Managed Super Fund

SMSF annual obligations

January 17, 2016

Make sure you meet all your SMSF obligations before lodging your fund’s annual return. Create and Protect Financial Planning group helps you set realistic lifestyle

Read More
Self Managed Super Fund

Get an electronic service address

August 24, 2015

If your SMSF will receive contributions from employers (other than related-party employers), it needs to be able to receive the contributions and associated SuperStream

Read More
Self Managed Super Fund

Prepare an exit strategy

August 24, 2015

Even when you’re setting up your SMSF you need to consider what happens when the SMSF ends, or ‘winds up’. Consider including specific wind-up requirements

Read More
Self Managed Super Fund

Register your fund

August 24, 2015

Once your fund is established and all trustees have signed a trustee declaration, you have 60 days to register in the tax and super systems. You do this by applying for

Read More
Self Managed Super Fund

Setting Up SMSF

August 17, 2015

Your SMSF needs to be set up correctly so that it’s eligible for tax concessions, can receive contributions and is as easy as possible to administer.

Read More
Self Managed Super Fund

Thinking about self-managed super

August 17, 2015

If you set up a self-managed super fund (SMSF), you’re in charge – you make the investment decisions for the fund and you’re held responsible for complying with the

Read More
Trustee

Appoint your trustees

August 17, 2015

New funds usually appoint trustees under the fund’s trust deed. All trustees and directors must: consent in writing to their appointment sign a stating that they understand

Read More