Author Archive

Hein Preller

Hein is a Director at Superannuation Warehouse, specializing in setting up new SMSF's. Hein's company performs all the annual administration tasks consisting of preparing financial statements, lodging a tax return and arranging the audit.

Packages for SimpleFund 360

Written by Hein Preller Posted in Uncategorized

Having Online Access to your SMSF helps you to manage your SMSF affairs better. We offer a choice of 4 packages to meet our clients’ online access needs. The Monthly Fee packages for SimpleFund 360 Online Access are detailed below: The cost for comprehensive Online Access (Basic Package + Bank Data + Share Data) is […]

Becoming an SMSF Trustee

Written by Hein Preller Posted in SMSF set-up

It is an ATO requirement to have a minimum of 2 Individual Trustees or a Corporate Trustee. Note the second Trustee does not need to be a Member. However, the second Trustee can be a Member if you so decide. A Trustee should have a Tax File Number and be over 18. In a Corporate […]

What is a trust deed

Written by Hein Preller Posted in SMSF Guidance

A trust deed is a document setting out the main rules for the SMSF. The ATO is the regulator of SMSF’s and set out the minimum criteria a trust deed should address, e.g. the Fund’s objectives, who the trustees and members are and when benefits can be paid. There are many deed providers selling SMSF […]

Property Investment via SMSF

Written by Hein Preller Posted in Property

Hi, I have been reading up at your website in regard to SMSF and investing in property within SMSF. I got a couple of questions in regard to property investment via SMSF. My understanding of the sequence of actions in relation to the property investment via SMSF is as follows: 1) Set up SMSF through […]

Macquarie CMA bank accounts

Written by Hein Preller Posted in General News

We have added Macquarie CMA Bank accounts for our super funds. A fee free option with an interest rate the same as the official RBA rate. See this page for more info:    

The Government co-contribution

Written by Hein Preller Posted in Contributions

We just added in a new page regarding the Government co-contribution . See this page:   A little-know secret of Super – you can add your children in as members to a SMSF and let them get the government co-contribution.  

Excess Contributions Question

Written by Hein Preller Posted in Contributions

With excess contributions, the initial rollover doesn’t classify as a contribution does it? So for instance I put in 55k when I rolled over then my wife put in 31k, would it only be the amounts in excess of that we put in each fin year that count towards the excess contributions? Am I right that we […]