64 Minutes of Self Managed Super Fund Knowledge by a Chartered Accountant

Published: 28 August 2024
on channel: Davie Mach
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Welcome to the Deep Dive series, where I cover tax and business topics on a deeper level and in more detail than my regular videos, beginning with self-managed super funds (SMSFs).

This recording was originally a discussion I held for clients of Box Advisory Services that I've also decided to share with my YouTube audience who may have similar questions or situations when it comes to SMSFs.

Chapters:
00:00:00 - Introduction
00:04:55 - Advantages of SMSFs
00:08:19 - SMSFs vs Industry Super Funds
00:14:04 - When to Consider Changing Business Structures
00:17:01 - Disadvantages of SMSFs
00:19:25 - Costs of Managing SMSFs
00:22:53 - Bare Trusts
00:32:36 - When to Consider Opening an SMSF
00:36:14 - Rules for Buying Residential Property in SMSFs
00:37:44 - SMSF Investment Example 2
00:51:00 - SMSF Investment Example 1
00:55:40 - SMSF Investment Example 3
00:59:30 - Final Questions

DISCLAIMER:
This video should not be taken as constituting financial advice. You should consider seeking independent legal, financial, taxation or other advice tailored to your personal circumstances.



Thank you for watching this video. I post videos on this channel to provide the latest and most frequently asked business questions. Please take a second to say hi in the comments below. Also, if you enjoy the video and find it valuable, subscribe to the channel, like and share it with anyone who you think might find my channel useful!



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Davie has over 15 years experience in advising businesses in management accounting and taxation issues. He heads up a passionate team at Box Advisory Group who are dedicated to offering proactive and outstanding service to our clients.

Davie’s extensive experience in providing tax and consulting advice and astute business knowledge has paved the way for success for many businesses.

He is a member of the Chartered Accountants Australian and New Zealand, a member of the Australian Tax Practitioners Board and holds a Bachelor of Commerce degree from the University of New South Wales.



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Disclaimer:
This video is for informational purposes only and should not be considered financial or legal advice. This video does not take into consideration your personal circumstances. Consult with a qualified financial planner, tax advisor or legal consultant before making any decisions regarding investments.


Watch video 64 Minutes of Self Managed Super Fund Knowledge by a Chartered Accountant online without registration, duration hours minute second in high quality. This video was added by user Davie Mach 28 August 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 3,861 once and liked it 92 people.