News
Keeping you up-to-date with what you need to know about SMSFs. Subscribe to get our updates delivered straight to your inbox.
Are Transition to Retirement Pensions Still Useful?
Following the loss of tax concessions on fund earnings underpinning TRISs their popularity plummeted but they still...
Recontribution Strategy Revisited
At the risk of appearing mundane, this week’s comment is on the well-established recontribution strategy. Its primary...
Make the Changes!
SMSFs are held to high standards of compliance with the sole purpose test and provisions to deal with conflicts of...
Reversionary Pension Nuances
There is often some confusion about the way a reversionary pension is treated relative to various caps and trigger...
Calculating the $3M Tax
The Div 296 tax bill has now passed the House of representatives. Its passage through the Senate is not guaranteed so...
$3M Cap Tax Gambit – Where are we at?
This Bill's process is inching forward but there is still much that is required before it becomes law. The SMSF...
Things About Unused Concessional Contributions
The devil is in the detail. A member who is eligible to make concessional contributions may claim this year’s cap...
Contributions for Grandkids
Recently, we’ve had a couple of enquiries regarding grandparents who want to establish a superannuation balance for a...
PBR Confusion
A recent PBR 1052268337540 concerning the eligibility of a member to claim personal contributions has caused some...
Am I Allowed to Brag a Bit?
I don’t usually use this forum to brag about our team and our fantastic clients - but I’m making an exception this...
Individual v Corporate Trustees
There is still some discussion as to whether an SMSF should have individual or corporate trustees. This is primarily...
Should an SMSF Register for GST?
Should an SMSF voluntarily register for GST? For some SMSFs it’s an easy decision. Those holding commercial property...
Attorney v Executor – Who Wins?
In Dawson v Dawson, Estelle was Peter’s second wife. They were the only members and trustees of their SMSF. Peter’s...
Business Real Property can be an In-House Asset
Business real property rented to a related party only avoids being an in-house asset if it is subject to an...
Solving the SMSF Service Conundrum
All SMSF advisers are faced with a common problem. How to access current information on their clients’ SMSFs at...
For more information or to subscribe, complete the form below.
Request more information + Subscribe
"*" indicates required fields