Meg explains how our passion to make our knowledge more accessible drove the creation of the Toolkit and Companion.

I’m a relatively passive trustee of my SMSF – my partner looks after the day to day running of the fund and I simply sign the financials each year. Am I exposed to penalties should something go wrong?

If your beneficiaries are adult children and there is no spouse, there are five big tax savings. When you die, there are rules about how, and to whom, your superannuation benefit can be paid.

The “Costs of operating SMSFs 2020” report prepared by Rice Warner and released by the SMSF Association today was a breath of fresh air.

My client is the trustee of an SMSF. He’s unhappy with the performance of the fund’s investments and is proposing to undertake a course to improve his investment knowledge. Can his SMSF pay the course fees? If so, would they be tax deductible?

I think I’m still recovering from our first ever virtual Super Intensive Day last week. Thank you so much to all of you who joined us in our big adventure.

A standard account based pension can offer members the opportunity to take commutations – a lump sum now in exchange for lower income stream payments in the future. Why do we care whether it’s a partial commutation or a full commutation?

Almost all pension members will occasionally draw more than the minimum pension amount in a given year. If so, it is critical to think carefully about how those extra payments should be treated and documented before taking the payment.

We often hear that clients who take more than the minimum required from their pension accounts each year should treat the extra amount as a commutation rather than a pension payment. But when does this really make sense?

My client recently died. I know superannuation death benefits need to be dealt with “as soon as practicable” after death but how long is “as soon as practicable”?

It’s great to see the ATO putting out its own commentary and explaining its compliance approach for the auditors regarding the new APESB Independence Guide. But there is a clear omission.

Any reduction in personal income taxes inevitably has an indirect impact on super. What have the most recent tax cuts done to the equation?