You will notice we changed our branding and our website. There’s a reason for this, but before I dive into that, I probably need to provide you with a little background.

The superannuation law includes various rules SMSFs must follow when interacting with “relatives”. Who is included as a “relative” for this purpose?

The Retirement Income Review’s Consultation Paper was published on time last week. Given the time pressures, this was a major achievement so congratulations to the whole team involved.

The ATO has flagged that it is “not looking to dedicate compliance resources” to locating and executing accountants who minimise their SMSF’s costs by doing free work for their SMSF.

Originally published in "Australian Financial Review" - We outline the rules to follow when your DIY fund invests in areas that might be perfectly legal but are less common.

I’ve heard the ATO recently talking about SMSFs and administrative penalties. What are they and what should my client do if they get one?

This month we were fortunate to welcome a small team of courageous high school kids for a week to help us with our work on improving financial literacy for younger people.

Does ECPI continue on my reversionary pension even though it will put me over my Transfer Balance Cap?

Treasury Laws Amendment (2018 Superannuation Measures No.1) Bill 2019 has received Royal Assent and in relation to the TSB changes is effective from 1 July 2018.

In any society that has seen an unprecedented and rapid increase in longevity, the ageing and retirement income policy settings are crucial. For this reason, the Government’s Review into the Retirement System is to be welcomed.

When your client already has an established company, it is natural to ask if that company can be the Trustee of their new SMSF. We don’t recommend this approach - let’s have a look why.

Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2019 was passed by the Senate on Thursday 19 September. At long last, it allows certain people to opt out of receiving Superannuation Guarantee contributions.