My client, who is under age 60, would like to take a lump sum payment from a death benefit pension....

Director IDs were introduced to help the government identify and then control fraudulent activity...

In the world of superannuation, a “commutation” is the name usually used to describe prematurely...

I recently talked to a client about taking a large benefit from their SMSF. Believe it or not,...

It doesn’t seem possible that it’s December already and yet… here we are. ...

Being regarded as “retired” for superannuation purposes has some very important benefits. Not only...

The ATO regularly consults with industry on changes before making them – which is a great approach...

It seems like a very full October raced past way too quickly – all of a sudden we’re all wishing...

Before any costs are paid from an SMSF, trustees and their advisers should first ensure the cost is...

There were several important superannuation measures announced in the May 2021 Federal Budget,...

The announcement by the ATO to extend COVID-19 relief to SMSF trustees due to the financial impact...

Starting a pension is the ultimate plan in a self-managed super fund, but sometimes there are good...