Everything SMSF

July is an opportune time to review and reset your self-managed super fund for the year ahead.

A super death benefit that was intended for a surviving spouse will not automatically remain tax-free if the spouse dies before the benefit is paid. The tax outcome depends on who ultimately benefits...

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met. Fortunately, not every underpayment results in a pension ceasing. With the ATO recently clarifying...