With only 8 sitting days before the Federal Budget is due to be handed down on 29 March 2022 and an...

Four tweaks to your DIY fund will make things easier not just for you but for your loved ones too.

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

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...