Category: blog

SMSF Estate Planning & Death Benefit Nominations — Jean Marc Raffaut SMSF Estate Planning is where strategy meets family outcomes. According to Jean Marc Raffaut, Cheltenham-based SMSF expert, the right death benefit nominations, trustee processes, and tax planning can ensure your Self-Managed Super Fund pays benefits to the right people, at the right time, on… Continue reading SMSF Property Investment Rules — Factor1 Accountants & Advisers

SMSF Compliance Guide — Factor1 Accountants & Advisers Note: This guide reflects the latest SMSF compliance rules for 2024–25. 1) Keep Personal and Fund Assets Separate Mixing SMSF assets with personal finances breaches the SIS Act. The ATO treats your SMSF as its own legal entity. Once you blur the lines, you risk penalties or… Continue reading Top Tips for SMSF Compliance

        SMSF pension planning with Jean Marc Raffaut — make the most of tax-free earnings in retirement phase. Self-Managed Super Funds (SMSFs) can deliver powerful tax outcomes in retirement — but getting from accumulation to pension phase requires precision. Jean Marc Raffaut, SMSF expert based in Cheltenham, VIC, explains how to structure SMSF… Continue reading SMSF Pension Phase & TRIS Strategies by Jean Marc Raffaut