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Legislation

Clients planning on going overseas? Check in on their SMSF before they go

Apr 5, 2023, 3:36:30 PM 4 min read
Overseas travel is a priority for many after lockdowns and travel restrictions imposed due to COVID-19. But before heading off, ...
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Tax | Legislation | Division 296

Special extra tax for $3m super balances – an update

Mar 3, 2023, 10:28:19 AM 9 min read
Since Lyn Formica wrote her excellent blog on Tuesday 28 February, Treasury has released much more information about the ...
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Legislation | Division 296

Labor to reduce tax concessions for super balances above $3m

Feb 28, 2023, 9:20:27 PM 6 min read
See our updated blog post prepared as more information has become available. Despite weeks of the Government stating they ...
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Legislation

Director ID exemption for resigned directors

Nov 16, 2022, 12:38:48 PM 4 min read
In a welcome move, overnight the ATO announced they intend to amend the law so directors who resign or are removed before 1 ...
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Legislation

Why is lodging an SMSF’s annual return on time so important – particularly in the first year?

Nov 10, 2022, 3:58:56 PM 4 min read
Most of us are used to trying to meet deadlines to the Australian Taxation Office – simply because the prospect of being chased ...
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Legislation

Federal Budget October 2022 changes for Superannuation

Oct 25, 2022, 10:42:23 PM 5 min read
I don’t recall a Federal Budget with less to say about superannuation in my career of over 20 years. This budget included the ...
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Legislation

Director IDs - the 30 November deadline is fast approaching

Oct 20, 2022, 4:14:32 PM 1 min read
With little more than a month to go, many directors have still not applied for their director ID. Hopefully the Government’s ...
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Legislation

SMSF insurance policies – when the policy owner is incorrect

Oct 6, 2022, 3:23:08 PM 2 min read
If you discover an SMSF has been paying insurance premiums for an insurance policy it doesn’t own, action will be needed to ...
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Legislation

SMSF insurance policies – have you got the correct owner?

Sep 8, 2022, 8:27:43 PM 1 min read
It is quite common for individuals to hold insurance cover inside super. If a trustee of an SMSF decides to offer insurance ...
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Ask an Expert | Legislation

Valuing assets to market in SMSFs

Jul 29, 2022, 9:14:15 AM 3 min read
My client doesn't understand why the assets in his SMSF need to be valued to market every 30 June and is refusing to obtain ...
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Legislation | Transfer Balance Cap

TBAR changes are coming

Jun 30, 2022, 9:37:02 AM 1 min read
Late last year, the ATO announced they were reviewing the current deadlines for lodging TBARs with a view to moving to a single ...
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Legislation

Limited NALE reprieve for one more year

Jun 9, 2022, 11:29:00 AM 3 min read
The ATO will be once again extending its “no compliance action” approach in relation to NALE and expenditure of a general ...
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