News & Insights
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Meg's Musings
Meg's Musings – August 2020
It seems crazy to think we are already into the second month of the new financial year. But it appears that’s been long enough ...
Trustee
Three tips on handling SMSF assets if your relationship breaks down
Understanding the laws around self-managed superannuation funds is complicated, especially when divorce is involved, so get ...
Death
SMSF Death of Member | SMSF Death
There are many issues to think about when it comes to the death of a SMSF member. But what are the special impacts that apply ...
Pension
What NOT to do with older account-based pensions
Mr Reiter lost his Commonwealth Seniors Health Card thanks to the mishandling of an account-based pension he commenced in a ...
Ask an Expert
Delays in SMSF registrations and compliance status
My clients applied to register their new SMSF and get an ABN a month ago but it still hasn’t come through. What is the hold up? ...
Legislation
New auditor independence guidance – what does it mean for me?
All approved SMSF auditors are required to comply with the independence requirements set out in the APES 110 Code of Ethics. ...
Legislation
Contributing beyond age 65 – halfway there
The Government has committed to deliver on their proposal to increase flexibility for those in their mid-60s to make ...
Ask an Expert
Year End Timing of Contributions
My clients want to ensure their superannuation contributions are tax deductible this year. When do they need to be paid by to ...
Contribution
Year End Contributions And Pensions
30 June is coming - make your pension and contribution payments on time. SMSF members planning to make superannuation ...
Legislation
SMSF Investment Strategy
All SMSF trustees are required to “formulate, regularly review & give effect to” an investment strategy for their fund. The ...
Meg's Musings
Meg's Musings – June 2020
Since my article last month, the Australian 'mood' has definitely moved on from relief that Covid-19 cases seem to be under ...
Tax
Another year doing my SMSF accounts free as the ATO kicks NALE can down the road
Unfortunately the ATO has not finalised a controversial ruling issued last year that sought to treat all of a fund's investment ...
