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2015 Federal Budget Effects to SMSF

Phhhhewwww….all the concern and talk of changes to SMSF LRBAs and taxes on Pension Income has been overlooked in the […]
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SMSF investing in Unit Trusts – Related Party or Not?

Often practitioners get hung up on whether an entity in which the SMSF has invested is deemed a ‘related party’ […]
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Non Concessional Contribution Cap – Bring Forward Rule

One of the most popular questions we received from our clients over the past 6 months relates to the rules […]
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Div 293 and Pension Tax Proposals

The labour government recently announced it would be proposing two changes to the current superannuation system if they are elected […]
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Changes to the 2013 SMSF annual return

Some house keeping to alert you all to  number of changes for SMSFs which apply for the 2012-2013 year. The […]
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Changes to contribution reporting for rollovers from 1 July 2013

From 1 July 2013, the Rollover benefits statement (RBS) is changing.   The new RBS must be used for all […]
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Stronger Super Measures

The Stronger Super measures represent the Government’s response to the review of the governance, efficiency, structure and operation of Australia’s […]
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Superannuation Assets

On the 5th of April, the Minister for Financial Services and Superannuation – Mr Bill Shorten, issued a joint media […]
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TPD within a SMSF – Beware

Insurance within a Self-Managed Superannuation Fund (SMSF) can be part of an effective estate planning strategy but beware of the […]
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Changes to the self-managed super fund supervisory levy

The Superannuation Legislation Amendment Bill 2013 may increase the annual supervisory levy payable by self-managed superannuation funds (SMSF’s) to $300 […]
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