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LRBA Safe Harbour Rules – Compulsory?

The ATO’s release of the PCG (Practical Compliance Guideline) 2016/5 outlines the safe harbour rules for SMSF related party limited […]
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Are Pension minimums required in the year of Death?

A question we come across from time to time, the answer to which depends on the specific details in the […]
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Actuary Post CGT Relief – Required or Not?

With the super reforms and transfer balance caps now in place, consideration for SMSF’s and the planning and structure of […]
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New Transition to Retirement Income Stream (TRIS) Rules – Are they worth having?

The transition to retirement income stream (TRIS) measure is a SMSF mechanism that allows members to have access to their […]
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CGT Relief and the $1.6m Transfer Balance Cap – Are You Organised?

  With all the changes in the SMSF space, it is now more important than ever to ensure your firm […]
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Changes to the SMSF Contribution Caps from 1 July 2017

                          Not many sleeps now until the new […]
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Limited Recourse Borrowing Arrangements (LRBA) and Safe Harbour Rules – Your Questions Answered

                  Section 67 of the SIS Act prohibits the trustees of a […]
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Are Your SMSF Clients 30 June 2016 Compliant?

With 30 June fast approaching and the recent budget changes, you may be left scratching your heads thinking…”have I done […]
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The ATO Gets Smart…“The old 2 years of Concessional Contributions in 1 year trick”.. NEW CHANGES – CONTRIBUTION RESERVE

Those who watched Get Smart back in the 70’s and 80’s would know about Agent 86’s classic one liners!  Well, […]
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How & When a Contribution is made to a Superannuation Fund

How often are you left with a client who makes a contribution after the date you tell them to?  For […]
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