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Legislation

Super and natural disasters: Helping others using SMSF monies

The recent bushfires across Australia have impacted many thousands of individuals and small businesses and prompted an ...
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Legislation

Super and natural disasters: SMSF owned assets

The recent bushfires across Australia have impacted many thousands of individuals and small businesses and prompted an ...
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Legislation

Super & Natural Disasters: Early access to super

The recent bushfires across Australia have impacted many thousands of individuals and small businesses and prompted an ...
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Legislation

Super and natural disasters: Loss of SMSF documents

The recent bushfires across Australia have impacted many thousands of individuals and small businesses and prompted an ...
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Contribution

ATO guidance on timing of contributions to the Government's clearing house

December is not usually a time when many of us in the superannuation industry worry an awful lot about the exact timing of a ...
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Ask an Expert

Administration obligations when super death benefits are paid to the estate

Q: My client died and her superannuation benefits were paid from her SMSF to her estate. From the estate, the proceeds will be ...
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Tax

ATO to alert trustees via SMS about SMSF changes

SMSF trustees should be aware that from January 2020, the ATO will commence a new initiative to help safeguard retirement ...
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Pension

Limited solution to market linked pension commutation problem

Holders of a market linked pension (sometimes known as a term allocated pension) and/or a complying life expectancy pension ...
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Meg's Musings

Meg's Musings December - December 2019

Some of you might know that Heffron celebrated 20 years in business last year. This major milestone inevitably triggered ...
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Rules for interacting with “relatives" in superannuation

The superannuation law includes various rules SMSFs must follow when interacting with “relatives”. Who is included as a ...
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Legislation

Non arm’s length income when a fund incurs non arm’s length expenses

It’s good to hear that the ATO has flagged that it is “not looking to dedicate compliance resources” to locating and executing ...
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Trustee

How to handle 'unusual' assets in your SMSF

Originally published in "Australian Financial Review" Investors often talk about running a self-managed superannuation fund ...
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