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Ask an Expert | Tax

Understanding the complexities of untaxed elements

May 26, 2020, 12:00:00 AM 2 min read
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 ...
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Ask an Expert | Property | Legislation

Could rent deferrals cause in-house asset issues for SMSFs?

May 4, 2020, 12:00:00 AM 2 min read
My client’s SMSF owns business real property which it leases to a related party. The related party tenant has been adversely ...
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Ask an Expert | Property | Legislation

Perils of vendor finance for non-geared entities

Apr 29, 2020, 12:00:00 AM 2 min read
My client’s SMSF owns units in a non-geared related unit trust which owns property. The trust recently entered into a contract ...
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Ask an Expert | Pension | Trustee

Superannuation in a challenging market

Mar 23, 2020, 12:00:00 AM 6 min read
There is really nothing good to say about investment markets right now – nor, of course, the existential challenge that ...
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Ask an Expert | Death

Control of an SMSF on a member's incapacity or death

Mar 2, 2020, 12:00:00 AM 4 min read
My client has chosen her spouse as her attorney in the event that she loses mental capacity but her adult children will be the ...
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Administration obligations when super death benefits are paid to the estate

Jan 13, 2020, 12:00:00 AM 2 min read
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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Rules for interacting with “relatives" in superannuation

Nov 29, 2019, 12:00:00 AM 2 min read
The superannuation law includes various rules SMSFs must follow when interacting with “relatives”. Who is included as a ...
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Ask an Expert | Legislation

SMSFs and administrative penalties

Oct 31, 2019, 12:00:00 AM 2 min read
Administrative penalties are just one of the many options available to the ATO to encourage fund trustees to comply with the ...
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Can my client’s trading entity be the Trustee of their SMSF?

Sep 25, 2019, 12:00:00 AM 1 min read
When your client already has an established company, it is natural to ask if that company can be the Trustee of their new SMSF ...
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Ask an Expert | Property | LRBA

My client has an SMSF which owns property via an LRBA. The debt has now been paid back. Is it compulsory to transfer title to the property from the LRBA bare trust to the fund?

Aug 30, 2019, 12:00:00 AM 2 min read
No, but it may still be appropriate to do so depending on the fund’s future intentions. Once the borrowing under a Limited ...
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My client has used a contribution reserving strategy in the 2018/19 financial year but he’s the sole member of his SMSF. Is such a strategy for him “above board”?

Jun 26, 2019, 12:00:00 AM 2 min read
Historically the validity of contribution reserving strategies had been the subject of much debate, with many advisers doubtful ...
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Ask an Expert | Contribution | Super Guarantee

My client makes superannuation contributions for its employees via the ATO’s Small Business Superannuation Clearing House. When are the contributions deductible to the employer?

May 31, 2019, 12:00:00 AM 3 min read
When the clearing house receives the money? Or when the respective superannuation funds receive the money from the clearing ...
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