News & Insights
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Legislation |
Contribution
Hidden costs in consolidating super
Jun 2, 2022, 11:11:00 AM
4
min read
It’s always worthwhile considering the benefits of consolidating your client’s super but sometimes there are hidden costs. As ...
Legislation
2022-23 Federal Budget
Mar 30, 2022, 12:00:00 AM
2
min read
While there were obviously a number of new initiatives that impact many other sectors, superannuation changes were blessedly ...
Legislation
Government announces welcome NALE changes
Mar 23, 2022, 12:00:00 AM
2
min read
After months of industry lobbying around the NALI/NALE rules, the Government announced yesterday that they intend to “amend the ...
Pension |
Legislation |
Transfer Balance Cap
Draft legislation for legacy pensions
Jan 31, 2022, 12:00:00 AM
6
min read
Just before Christmas, there was another small step towards resolution for those with “legacy pensions” with some new draft ...
Pension |
Legislation |
Contribution
What’s on the agenda when Parliament returns next week?
Jan 31, 2022, 12:00:00 AM
3
min read
With only 8 sitting days before the Federal Budget is due to be handed down on 29 March 2022 and an election to be called, ...
Legislation
Well if we’re reviewing reporting requirements…
Nov 15, 2021, 12:00:00 AM
4
min read
The ATO regularly consults with industry on changes before making them – which is a great approach and much appreciated by all ...
Legislation
Walking the SMSF expenses tightrope
Nov 10, 2021, 12:00:00 AM
2
min read
Before any costs are paid from an SMSF, trustees and their advisers should first ensure the cost is allowable under the ...
Tax |
Legislation |
Contribution
May Federal Budget measures - new Bill introduced
Oct 28, 2021, 12:00:00 AM
6
min read
There were several important superannuation measures announced in the May 2021 Federal Budget, mostly relating to ...
Pension |
Legislation
5 tips when fully commuting a pension
Oct 5, 2021, 12:00:00 AM
4
min read
Starting pensions is the main game in an SMSF but they are often also commuted (stopped). The driver might be a desire to move ...
Pension |
Legislation
5 tips when partially commuting a pension
Oct 5, 2021, 12:00:00 AM
4
min read
Pensions can run for many years but that doesn’t always mean that every payment drawn from a pension account is a pension ...
Ask an Expert |
Legislation
SMSFs investing in unlisted companies
Sep 14, 2021, 12:00:00 AM
3
min read
My client wants their SMSF to buy shares in an unlisted company. My client won’t control the company so the in-house asset ...
Trustee |
Legislation
SuperStream - what is it and is it relevant for me as an SMSF trustee?
Sep 13, 2021, 12:00:00 AM
2
min read
SuperStream is an electronic data exchange currently used by some funds to receive data about contributions & rollovers ...
