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Making the Right Choice for Your SMSF One of the most overlooked parts of having a Self-Managed Super Fund (SMSF) is deciding what happens to your super when you pass away. Many people assume their super will simply follow their will, but that’s not always the case. Superannuation is held in a trust structure, which means it doesn’t automatically form part of your estate unless you set it up that way. To make sure your super goes where you want it to, you need to have a valid

Planning for the Unexpected Superannuation is often one of the biggest assets a person has, but many people don’t realise that it doesn’t automatically form part of their will. Even if you’ve carefully planned your estate, your super could end up in the wrong hands or attract unnecessary tax, if it’s not structured correctly. Today, we’re sharing an example of how a simple mistake in a Death Benefit Agreement led to unintended consequences and a hefty tax bill. Meet James Jam

If you have an SMSF, you already know that keeping track of paperwork is part of the deal. Every transaction in your SMSF bank account needs a matching document—whether it’s a receipt, invoice, or statement. And if you own an investment property within your SMSF, the paperwork can pile up fast! The good news? You don’t have to do it all yourself. At Andromedae, we make record-keeping easy. Instead of scrambling for documents at tax time, just email them to us as you go. Even

So, you’ve decided to take control of your super and set up a Self-Managed Super Fund (SMSF). You’ve done your research, crunched the numbers, and now it’s time to put that plan into action. But where do you start? At Andromedae, we know that setting up an SMSF can feel like a lot—there are forms to fill out, accounts to open, and rules to follow. It’s not just about getting it right; it’s about making the process as smooth and stress-free as possible. That’s where we come in