News & Insights
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Trustee
How are so many people accessing their super early?
Recent statistics from the ATO show that last year, over 90,000 people applied to get early access to some of their super on ...
Trustee
Paying tax or other special “releases” from your SMSF - the right way
Most SMSFs pay tax (or receive a refund) once a year when they lodge their annual return. But some people are charged extra tax ...
Ask an Expert
When should an SMSF obtain an actuarial certificate?
A trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude all or part of a fund’s ...
Property
Investing overseas with your SMSF
There are plenty of complexities and potential challenges to be navigated when investing overseas. Trustees will certainly want ...
Pension
ECPI – making great choices
Back in 2021, some important changes were made to the rules governing how SMSFs paying retirement phase pensions work out the ...
Trustee
My fund has bought building materials from a related party, how do I fix it?
Building materials are one of those items your fund can’t buy from a related party. Why can’t I, and if I already have how do I ...
Meg's Musings
Meg's Musings – October 2024
The last month has been interesting both in terms of what has happened and also what hasn’t. When it comes to things that have ...
Legislation
3 common misunderstandings when it comes to SMSFs and enduring powers of attorney
Powers of attorney have specific uses when it comes to SMSFs – so much so that my usual mantra is that if you’ve got an SMSF ...
Contribution
Spouse contribution splitting – tips for the receiving spouse
Contribution splitting is a great strategy to help couples even up their super even when one person is building up super much ...
Trustee
The Audit Report for my SMSF has been qualified. What does that mean? Should I be worried?
All SMSFs trustees are required to appoint an approved auditor to audit the operations of their fund each year. This annual ...
Tax
Movement on legacy pensions
Finally. About. Bloody. Time. Draft regulations released yesterday provide – finally – the framework for unwinding legacy ...
Tax
Big changes for funds allocating reserves
The big challenge with reserves under current law is that unless they are allocated in quite small amounts (less than 5% of ...
