Knowledge Centre
Welcome to our knowledge centre. Choose from our list of free resources to broaden your superannuation and SMSF know-how.
2023/24 Facts and Figures
Download our Facts and Figures 2023/24 for your records or print for your clients so you have all...
Who can receive your super when you die?
When you die your super can only be paid to:
Some funds need an actuarial certificate
One of the main benefits of starting a retirement phase pension in an SMSF (see here for an...
Individual vs Corporate Trustees
We recommend all SMSFs set up a company to be the trustee for many reasons:
What are SMSFs?
SMSFs form the largest and fastest growing sector of the Australian super industry. Approximately...
Investing in collectables
Collectables and personal use assets are broadly defined as anything that would normally be...
Insurance in SMSFs
Generally, your SMSF can provide insurance for members for an event that meets a conditions of...
Borrowing to Invest
Borrowing to invest under a LRBA is a popular way of maximising retirement savings because it...