For someone impacted by the extra tax on those with more than $3m in super (known as Division 296...

It’s my mother’s birthday this month. And while she’s not turning 65, this did make me think about...

There are obviously still some unknowns. Will the Government re-introduce precisely the same...

Not surprisingly, we’ve seen a large increase in the number of members with market linked pensions...

When couples separate, the law allows them to split up their super (ie, effectively give some of...

It’s been nearly 4 months since super laws were changed to allow the commutation of legacy...

Another budget has landed. And whilst you don’t expect a pre-election budget to include major...

The December 2024 changes opened the door for many SMSFs to allocate all of their reserves without...

The 7 December 2024 changes to the treatment of reserve allocations certainly provide some...

An old tax ruling (TR 2013/5) provided useful guidance on many issues for SMSF pensions. It was...

We expect many of our clients will look to wind up their legacy pensions this year – thanks to the...

I did wonder if I’d ever write those words, more than a few times in the last few years, but it ...