This guide explains what happens when an SMSF trustee becomes incapacitated or passes away. Learn how replacement rules, nominations, and lender requirements work so your fund can stay compliant and operate smoothly during major life events.
Transitioning an SMSF property loan to pension phase involves managing compliance, cash flow, and lender expectations. Learn the key steps trustees typically take for a sustainable retirement.
A clear guide to SMSF property development in Australia. Learn the rules, risks, borrowing limits, and joint venture requirements so you can assess whether a project may fit your fund’s goals safely.
Find out when refinancing your SMSF loan could make sense, how to prepare, and what lenders consider. A clear, practical guide to help Australian trustees plan their next move with confidence.
Higher super contribution caps could change how SMSFs build deposits and service loans. Read our guide on the new rules and what they may mean for property lending assessments.
The ATO has sharpened its focus on SMSF property loans, emphasising compliance for LRBAs. Understand the latest guidance on NALI, arm’s-length terms, and documentation requirements.
See how interest rates, inflation, and changing lender policies can affect SMSF borrowing capacity. This guide explains what lenders assess and how trustees may prepare their fund in shifting economic conditions.
