News

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...

There has been much said, over the last few years, regarding the non-arm’s length expenditure changes. The focus has...

As HMRC approved Scheme Administrators for SMSF’s capable of receiving UK pension transfers, QROPS funds is one of our...

Each year we have a few instances where an SMSF member is informed, by their personal accountant, that they can't...

There has been no shortage of comment regarding non-arm's length general fund expenses that taint the whole SMSF....

I recently reviewed an SMSF deed for a fund containing a non-lapsing binding death benefit nomination for a member. At...

Last week I mentioned the ability of a fund to acquire a part of an asset, but not continue to hold or increase its...

Generally, an SMSF can only acquire unlisted shares in a company from a member or associate if the company is related....