Can my client’s SMSF buy unlisted shares that she personally owns?
Potentially – it will depend on whether or not your client controls the company but even then...
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Potentially – it will depend on whether or not your client controls the company but even then...
Read MoreWhen an SMSF owns property under a limited recourse borrowing arrangement (LRBA), it’s easy to get...
Read MoreIf a super split happens after the operative time, the amount the receiving spouse gets is...
Read MoreAn individual who has reached age 60 and leaves a paid job, can generally start a retirement phase...
Read MorePreparing the accounts of an SMSF after a pensioner’s death—when their pension didn’t continue -...
Read MoreA trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude...
Read MoreA fund’s status has changed to “regulation details removed” on Super Fund Lookup. Why has this...
Read MoreI was recently asked about a death benefit for a member who died in May. The fund and member...
Read MoreLatest ATO figures show that over 30% of SMSF trustees are over 70. Inevitably, as we age, we all...
Read MoreMy client is in their 40s and has accessed their superannuation due to being permanently...
Read MoreMy client’s SMSF purchased a property via an LRBA in March 2023 by borrowing from a related party....
Read MoreAre medical certificates always necessary when an SMSF member accesses their super under the...
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