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  • Profile photo of mkpmkp
    Member
    @mkp
    Join Date: 2004
    Post Count: 2
    January 18, 2004 - 1:29 pm

    you may find http://www.thestrategistgroup.com of interest regarding all the ins and out of SMSFs.

    Regards
    mkp

    Profile photo of mkpmkp
    Member
    @mkp
    Join Date: 2004
    Post Count: 2
    January 17, 2004 - 10:36 pm

    Hi kiwi243519,

    1. You can simply call the admin team of your super fund(s) and ask for an up-to-date balance.
    2. Are you able to access your super, ie over 55 and retired? If not, I am not sure ow you can (legally) get your super assets into your company trust account.
    3. Not too long if you have legal access to it.
    4. If you have a portion of ‘unrestricted non-preserved’, you can access that portion immediately as a lump sum, subject to etp tax. The bulk of your funds will probably be ‘preserved.’
    5. I believe you need to speak to a financial planner (someone who is CFP qualified) and who is also competent in Self managed super fund (SMSF) advice.

    hope this post helps and good luck.
    mkp

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