December is not usually a time when many of us in the superannuation industry worry an awful lot about the exact timing of a contribution. But last December, the ATO was thinking about it. - Originally published in SMS Magazine in December 2019.

My client died and her superannuation benefits were paid from her SMSF to her estate. Who is liable to deduct Pay As You Go Withholding and lodge a Payment Summary – the SMSF or the estate?

A key change introduced in the major 2017 amendments was a new ability to rollover death benefits. But a gap in the legislation made this unworkable for some. A legislative fix was finally tabled in parliament in the final sitting days of 2019.

From January 2020, the ATO will commence a new initiative to help safeguard retirement savings and reduce the risk of fraud by issuing alerts to trustees via email and/or text messages when changes are made within SMSFs.

Legislation introduced to fix a problem with market linked and complying life expectancy pensions, but it's not a total solution for all.

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.