My client’s SMSF lent money to a related entity last October. The value of the loan was less than 5% of the fund’s assets at the time, but the value of the fund’s other assets has since fallen. Is there anything my client needs to do before 30 June?

Although new contribution opportunities up to 75 are exciting for most people, in this case the work test has to be met.

A recontribution strategy is something many people do once they reach an age where they are allowed to access their super. It involves taking money out of your super balance and then putting it back in again (recontributing it).

My client’s SMSF is intending to enter into an LRBA by borrowing from a related party. How do they decide on the terms and conditions of the loan?

We've had a busy month with the SMSF Associational National Conference in Adelaide as well as launching new features for our Super Toolkit.

In a recent article (here) my colleague Annie Dawson provided her top 5 tips when it comes to commuting death benefit pensions. But what are the tips and traps to watch right at the start – when the pensioner first dies?

Market linked pensions are quite different to normal account-based pensions in that they are paid for a specific number of years (the term). At the end of the term, the pension has to stop.

One of the great times to have an SMSF is once pensions start. The flexibility they offer allows members to implement great tax planning decisions without any of the hassle or fuss of a large fund. But some thinking in advance is still invaluable.

I want to share some news we’re very excited about – Kate Sheringham is soon to join Heffron as our new Head of Product.

Face to face events are back and even if they are in a Covid safe manner, they are a welcome return!

At the end of 2021, the market for non-fungible tokens or NFTs was estimated to reach a staggering USD$41 billion. And some say this amount is understated! It begs the questions, what are NFTs exactly and are SMSFs allowed to invest in them?

The 2022-23 Federal Budget brought down last night was… well… boring. Bringing it forward to March even meant it was delivered in Daylight Savings Time so Queenslanders could read everything and still get to bed by 8:00pm local time.