Recent legislative amendments have reduced the tax penalty for some expense shortfalls but not all.

A resounding yes. Let's explore why.

My client is in their 40s and has accessed their superannuation due to being permanently...

Since Lyn Formica wrote her excellent blog on Tuesday 28 February, Treasury has released much more...

These days, many SMSF members know that their fund stops paying income tax on some or all of its...

Although new contribution opportunities up to 75 are exciting for most people, in this case the...

I recently talked to a client about taking a large benefit from their SMSF. Believe it or not,...

There were several important superannuation measures announced in the May 2021 Federal Budget,...

All self-managed super funds should expect trouble if they are not re-valuing each asset every June...

Every year when Budget time rolls around we hope and pray that the Government will finally relax...

Non arm’s length expenses (NALE) – where are we now? Our last blog on this vexed topic flagged...

Transfer Balance Cap Indexation