In our article “Why isn't my actuarial % as high as I thought it would be?" we highlighted a number...

Unfortunately the ATO has not finalised a controversial ruling issued last year that sought to...

My client is about to rollover an “untaxed element” into his SMSF. Where did it come from and what...

Obviously no-one ever wants their retirement savings to fall in value. But for many superannuation...

SMSF trustees should be aware that from January 2020, the ATO will commence a new initiative to...

It seems few are more surprised than Scott Morrison that the Liberal / National Coalition will be...

The Government’s 1 July 2017 tax changes caused Transition to Retirement Income Streams (TRIS) to...

Division 293 tax is the name given to a special extra tax (15%) paid on some or all of the...

With the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers...

If the four short paragraphs about ECPI had been included in the 2016-17 Federal Budget, the...

When the unthinkable strikes, members can access their super tax free, but consider the strategies...

Potentially, but this will depend on why your client is receiving the lump sum, their age, the...