SMSF trustees should not give into the siren call of low interest rate refinancing of their Fund’s loan until they have considered these points.
property
Buy your retirement home now in your SMSF and use it when you retire?
Garry and Betty are the directors of the corporate trustee of their SMSF. They are contemplating acquiring a property through their SMSF, which they plan to lease to an unrelated third party at market value until both of them reach their preservation age and retire as a condition of release.
Asset Rich Cash Poor: Meeting cash obligations with all eggs in one basket
What to do when the fund owns a property and one of the members dies. Can the fund delay selling the property to pay the death benefit?
Borrowing strategy banned from testamentary trust concessions
Recently the government passed new laws which limit the treatment of income from a testamentary trust paid to minor beneficiaries of the trust as “excepted trust income” only to property transferred to the testamentary trust from the deceased’s estate or from property that represents an accumulation of income from property from the deceased’s estate.
New testamentary trust law
New law closes loophole on Favourable Tax Treatment of Income from Testamentary Trusts.
Five traps for SMSFs buying off-the-plan
John and Mary are looking to acquire an off-the-plan property through their SMSF. They need to consider the five following points.
Why every property investor needs a Testamentary Trust Will
Whether you just own your own home, or you have an expansive investment property portfolio, you need to have a Testamentary Trust Will.
Thinking of making a sea change or tree change?
Thinking of making a sea change or tree change? The rules have changed … for the better!