trustee incapacity

Your choice – known and knowledgeable, or remote and unfamiliar by Chris Heyworth BA(Hons), CA I had a sudden and significant health issue last year.  I was lucky.  Only out of action for a few days.  Then came the discussion with my better half. “A lot of our...

SMSFs – Make them a Family Affair

Self Managed Super Fund – why not make it a  family affair? By Chris Heyworth,  BA(Hons), Dip FP, ACAOctober 2020 An important rule change is expected to come into force in 2021.  This is a lifting of the current maximum of four members to six members of a...

Moneta Super Newsletter – October 2020

Newsletter October 2020 We are certainly living in interesting and challenging times. The Moneta Super business has successfully adapted to the new normal and continues to support and serve its customers.  There have been some changes to the business over recent...

COVID-19. Stage 4 Activity

At Moneta Super, it is business as unusual. We are very concerned about the health of everyone ie our people, customers and Australians while the experts are developing ways to better manage the pandemic and also, ways to beat it. Although Victoria is in COVID-19...
Buying a House With Your SMSF

Buying a House With Your SMSF

With the right advice, structure and property type, it is possible to by a House with your SMSF. Major Benefits Of Using Your SMSF Tax Effective Structure and Retirement Security. There are 2 major phases in your building your SMSF,  Accumulation Phase  Pension Phase...
Benefits of SMSF

Benefits of SMSF

The Real Benefits of SMSF. Your friends or your accountant urge you to start your own Self-Managed Superannuation Fund (SMSF).  While you do trust your friends’ intentions and your accountant’s professionalism, you have a nagging doubt about the idea.  On the one...