News & Insights
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Legislation
Why is lodging an SMSF’s annual return on time so important – particularly in the first year?
Most of us are used to trying to meet deadlines to the Australian Taxation Office – simply because the prospect of being chased ...
Meg's Musings
Meg's Musings – November 2022
Well as we flagged in our articles at the time, October’s Federal Budget was a quiet affair for SMSFs but perhaps to be ...
Legislation
Federal Budget October 2022 changes for Superannuation
I don’t recall a Federal Budget with less to say about superannuation in my career of over 20 years. This budget included the ...
Ask an Expert
Got an SMSF that’s been scammed?
My client thought he was making an investment for his SMSF but it appears he was scammed and the money is gone. How do I ...
Legislation
Director IDs - the 30 November deadline is fast approaching
With little more than a month to go, many directors have still not applied for their director ID. Hopefully the Government’s ...
Trustee
Your SMSF investments - important factors to consider
One of the most important things the trustee of an SMSF does is invest the money. There are some specific rules here and quite ...
Legislation
SMSF insurance policies – when the policy owner is incorrect
If you discover an SMSF has been paying insurance premiums for an insurance policy it doesn’t own, action will be needed to ...
Ask an Expert
Pension funds and asset valuations
My client is planning to start drawing a pension from her fund with her entire member balance on 1 January 2023. Will the ...
Meg's Musings
Meg's Musings – October 2022
October is the month the summer birds start to arrive at my home and at work we do our annual walkathon to raise funds for the ...
Ask an Expert
My client has a corporate trustee for their SMSF. Who can own the shares in the company?
In short, anyone can. It might seem odd but superannuation law is very explicit about who the directors should be (in most ...
Trustee
What happens if an SMSF member dies without a binding death benefit nomination?
In last month’s article (available here) we explained “binding death benefit nominations” (or “BDBNs”) for SMSFs. Just a ...
Meg's Musings
Meg's Musings | September 2022
The highlight of September so far has definitely been finally hosting our Super Intensive Day in person for the first time ...
