Lee and Lee Videos
How to structure your way to success
Lee and Lee SMSF
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Why do I want an SMSF?
Look at these myths and facts about SMSFs before deciding if you want an SMSF.
SMSF trustee – Individual or corporate
Deciding on the type of SMSF trustee is important. This video will help explain the difference between individual trustees and corporate trustees?
SMSF – What's involved with an SMSF
Before you decide if an SMSF is right for you, you should have an idea of what's really involved.
Record keeping in your SMSF
Learn more about SMSF record-keeping requirements, the types of records that must be kept and for how long.
SMSF annual obligations
Make sure you meet all your SMSF obligations before lodging your fund's annual return.
SMSF investment strategy
Your SMSF's investment strategy is the framework that guides your investment decisions. It pays to have a good investment strategy that is regularly reviewed. Watch this video to learn what factors your SMSF's investment strategy needs to take into account.
SMSF sole purpose test
Learn more about the sole purpose test and what it means to your SMSF investments -- Updated on 7 July 2014 to cover expanded penalty options.
SMSF business real property
What is business real property and can your SMSF invest in it?
SMSF borrowing and limited recourse borrowing arrangements
Can your SMSF borrow to buy an asset? Watch these case studies to learn more.
