Advantages of Small APRA Funds (SAFs) compared to Self-Managed Super Funds (SMSFs):

by Solomon Forman | Jan 1, 2024 | Converting SMSF to Small APRA fund (SAF)

Reduced administrative burden: Professional trustee: SAFs have a professional licensed trustee company handle all administrative and compliance tasks, saving you time and effort. This frees you from needing to understand and keep up with complex legislation. Simpler...

Navigating Financial Transitions: The Winding SMSF Journey

by Solomon Forman | Dec 31, 2023 | Winding up an SMSF

The Thompsons found themselves at a crossroads, initiating the winding process of their Self-Managed Superannuation Fund (SMSF). Little did they anticipate the intricacies that lay ahead as they embarked on this transformative journey. Winding SMSF is a delicate task,...

Navigating SMSF Death Benefits with Grace and Expert Guidance

by Solomon Forman | Dec 31, 2023 | SMSF Death Benefits

The Thompson family unexpectedly faced the complexities of SMSF Death Benefits. Despite meticulously planning their financial future through a Self-Managed Superannuation Fund (SMSF), life’s unpredictability struck with tragedy. Mark and Sarah Thompson, in their...

Navigating Divorce: How Expert SMSF Guidance Transformed Financial Complexity into Empowered Beginnings

by Solomon Forman | Dec 31, 2023 | Divorce and SMSF

Emma and David had built a life together that revolved around shared dreams, laughter, and their Self-Managed Superannuation Fund (SMSF). Little did they know that life’s unpredictable twists awaited them, and the strength of their SMSF would be tested in the...

An In-Depth Look At The Latest on LRBAs

by Solomon Forman | Feb 5, 2020 | SMSF

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Important Court Decision On Binding Death Benefit Nomination

by Solomon Forman | Feb 5, 2020 | SMSF

Please click here to view the PDF.