Tax with Max: Keeping up with paperwork in account-based pensions

Appointing a corporate trustee for your SMSF may be necessary.

Summary: This article provides answers to questions about why family SMSFs should consider a corporate trustee; how best two manage two pension funds without drowning in paperwork; how for SMSFs to invest directly in shares and when to use SAMs; why cloud computing is a boon to accountants and their clients and the tax deductibility of SMSF expenses.

Key take-out: The requirements for family SMSFs can change when minors turn 18 and best ways to simplify multiple pension accounts.

Key beneficiaries: SMSF trustees and superannuation accountholders. Category: Superannuation


SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device

Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles