News

We have decided to extend our special fee offer to no later than the end of September. The number of SMSFs we can...

If there is a possibility that members/trustees will not be able to cashflow their contributions or pension payments...

The interest rate to be applied to related party limited recourse borrowings, arranged under the safe harbour...

As the end of the financial year draws to a close, we must ensure that trustees draw their minimum pension. Failure to...

This check list includes some items that aren’t exclusively End of Financial Year or exclusively SMSF related but...

A key consideration, after the repayment of a limited recourse borrowing, is the transfer of the property title to the...

Deemed contributions generally occur when increases in fund value have not been caused by investments or insurance...

The budget was largely missing any announcements particular to our sector. On related matters, the deeming rate won’t...

Last night, the inaugural Australian Wealth Management Awards 2024, an initiative of Momentum Media’s wealth...

A transition to retirement income stream is not only useful as a source of income before retirement but also effective...

A downsizer contribution of up to $300k can be made by a member and/or their spouse who is 55, or older, at the date...

So called contribution reserving is unique to SMSF’s. The process is not actually reserving at all but, rather, one of...

Provided that a member has a total super balance of less than $500,000 as at the previous 30 June, and is eligible to...

The ATO have used data analysis to target 16,500 SMSFs that have reported the same value for certain classes of...

When a beneficiary first becomes a recipient of a reversionary pension a few items need to be considered. As the...