News & Insights
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Pension
Impediments to winding up SMSFs
There are some situations where an SMSF is no longer suitable or appropriate for its members. However, it is not always ...
Pension
Amazing as they are, when do SMSFs stop being appropriate?
There are many reasons why individuals choose an SMSF as their primary retirement savings vehicle. However for some, there will ...
Ask an Expert
Understanding the complexities of untaxed elements
My client is about to rollover an “untaxed element” into his SMSF. Where did it come from and what do I do with it? The ...
Pension
Retirement in a Covid-19 world – Part 2
Sadly many have lost their jobs during Covid-19. Obviously there have been temporary changes to superannuation conditions of ...
Pension
Retirement in a Covid-19 world – Part 1
Sadly many have lost their jobs during Covid-19. Obviously there have been temporary changes to superannuation conditions of ...
Meg's Musings
Meg's Musings – May 2020
Some people hate public speaking and freeze up as soon as they pick up the microphone. For me, the equivalent has always been ...
Ask an Expert
Could rent deferrals cause in-house asset issues for SMSFs?
My client’s SMSF owns business real property which it leases to a related party. The related party tenant has been adversely ...
Ask an Expert
Perils of vendor finance for non-geared entities
My client’s SMSF owns units in a non-geared related unit trust which owns property. The trust recently entered into a contract ...
Trustee
Q&A: Does the market downturn allow me to resume personal contributions?
My accountant told me last year that I can’t make personal contributions anymore because I have more than $1.6m in super. But ...
Tax
Does a market downturn present any strategic opportunities?
Obviously no-one ever wants their retirement savings to fall in value. But for many superannuation members this is their post ...
Trustee
7 steps to take before applying for early super release
On 20 April 2020 applications will open for members seeking to access some of their super under the Government’s new early ...
Legislation
New rent relief code of conduct – what does it mean for SMSFs?
Just before Easter, the National Cabinet released a new code of conduct setting out the principles for negotiations between ...
