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100% pension fund with contributions - do I need an actuarial certificate?

In the new world of calculating exempt current pension income, if your 100% pension fund receives a contribution, and a new ...

Why do pension payments now need to be paid in cash? I’m sure my clients used to be able to take in-specie pension payments.

Well, in fact pension payments have always needed to be paid in cash. Only lump sums can be taken in-specie (ie in the form of ...

What are the implications of the Royal Commission for SMSFs?

The first thing I did when I opened the final report from the Hayne Royal Commission into Banking Misconduct and Superannuation ...

A superannuation default for life

Both the Productivity Commission and the Hayne Report identified the long running issue of multiple superannuation accounts as ...

Independence matters

The Report made a number of recommendations about financial advice that will be well covered by others (for example, new annual ...

The real challenges for trustees of large superannuation funds

There was presumably a collective sigh of relief from our largest financial institutions when Hayne decided not to recommend a ...

No lower limit: a good start for SMSFs in 2019

Before the Productivity Commission publicly released their final report into superannuation review this month, there was ...

Does your SMSF own a residential investment property? Do you know what deductions are able to be claimed by the fund in connection with that property?

SMSFs can claim deductions for certain expenditure incurred by the fund provided the residential investment property is rented ...

Adding my adult children as members of my SMSF – what are the pros and cons?

As part of the 2018/19 Federal Budget announcements, the Government confirmed that they intend to legislate to increase the ...

Parliament has now retired for the 2018 year. Did they leave any unfinished “superannuation business”?

In the final week of Parliament, there were a number of superannuation related measures still to be passed into law. We provide ...

A new opportunity to top up super for those over 65 – downsizer contributions

From 1 July 2017 it became much harder to build up more superannuation thanks to a tightening of the limits on contributions. ...

Work Test Exemption for Recent Retirees – Who Will Benefit?

In the May 2018 Federal Budget, the Government announced plans to extend the ability for recent retires to make contributions ...

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