This checklist has been designed to help you consider and understand the advantages and rules of using a self-managed superannuation fund (‘SMF’).
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Establishing SMSFs (and exploiting their applications) can lead to positive tax and asset protection outcomes. However, these benefits can be eroded if the SMSF does not comply with strict requirements.
Pointon Partners, working in conjunction with your accountant, are able to advise on SMSF benefits and the ways to achieve them. We are also able to:
- Prepare SIS Act compliant trust deeds to establish SMSFs
- Prepare documentation that complies with SIS Act requirements to allow SMSFs to borrow for the purpose of purchasing property
- Prepare commercial leases between SMSFs and related parties that comply with SIS Act requirements
- Generally advise on your SMSF’s SIS Act requirements to ensure that it remains a complying fund.
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