News

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

The ATO expect that advisory firms, including individual advisers, must set the standard for integrity by attending to...

To meet the definition of an SMSF in s 17A of the Superannuation Industry (Supervision) Act 1993 (Cth) (SISA), all...

The latest AWOTE figures have been confirmed and will result in an increase to the superannuation contribution caps...

We have launched a new adviser resource, SMSF Alliance TV. It’s a collection of animated videos to assist advisers in...

When registering a new SMSF with the ATO there is always a chance that the ATO will contact the trustees before...

As there will be much emotive media comment on the Government's decision to make changes to the stage 3 Tax Cuts, I...

I recently considered a case where the SMSF trustees wished to pay a superannuation death benefit to the former spouse...

A recently released private binding ruling PBR 1052179436983 confirms our conclusions regarding QC 42473 and QC 45254....

Senator Andrew Bragg, as quoted in Investor Daily, makes some interesting points regarding Industry Funds including...

A car can be owned by an SMSF but, as it’s classed as a personal use asset, it's subject to significant restrictions....

As part of our contribution to the ongoing discussion of this proposed tax we have prepared a modelling tool for your...

The discussion paper on the Retirement phase of superannuation contains some interesting items. One of these is the...

It’s commonly believed that the investments made by an entity into which an SMSF properly invests are irrelevant to...

Last week I mentioned the NALE amendments that have evolved over years of debate from a draconian proposition to one...