Key Administrative Obligations for Self Managed Super Funds

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• Have an investment strategy and review it regularly.
• Keep proper records.
• Keep superannuation assets separate.
• Don’t lend superannuation money to members or relatives.
• Don’t borrow money from the fund.
• Be aware of rules when buying assets from related parties.
• Don’t allow in house assets to exceed 5% of total assets.
• Buy and sell assets at true market value.
• Make sure contributions are allowable.


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Sara Fitzgibbon

Administration Assistant - Part Time
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Newbrocom Pty Ltd (ABN 39 152 026 330) trading as Momentum Financial Planning is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee Licence number 234665.



Momentum Financial Planning is one of a select number of businesses that has been awarded Certified Quality Advice Practice status by Charter Financial Planning. This programme sets an industry benchmark for providing high-quality financial advice. The certification is awarded based on industry qualifications, demonstrated best practise business operations and proven success in meeting the financial planning needs of clients.

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