Articles

January 15, 2014

Managing your Self Managed Super Fund’s Investments

One of your key areas of responsibility is to manage your fund’s investments. You have certain duties and responsibilities when making investment decisions. They are designed to protect and increase your members’ benefits for retirement. YOUR INVESTMENT STRATEGY You need to prepare and implement an investment strategy for your fund, and review it regularly. The […]

December 13, 2013

Paying Benefits to Members with a Self Managed Super Fund

The payment standards contained in the super laws, the sole purpose test and the preservation rules, ensure money in your Self Managed Super Fund is paid to members only when they are legally allowed to have it. Penalties apply in circumstances where these requirements are not met. CASHING OF BENEFITS There are two forms of […]

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Managing your Self Managed Super Fund’s Investments

Paying Benefits to Members with a Self Managed Super Fund

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