Solving the SMSF Service Conundrum

All SMSF advisers are faced with a common problem. How to access current information on their clients’ SMSFs at minimal involvement and cost. Where SMSF clients use the services of a local accountant, the adviser’s cost is minimised but there is a general lack of...

NALI Law Passes – Who Cares?

The non arm’s length income rules, which have been the subject of tortuous debate and consideration for several years, have finally been passed. They are effective from 1 July 2024 but apply from 1 July 2018. They limit the amount of NALI arising from a...

Fee Offer Extended

We have decided to extend our special fee offer to no later than the end of September. The number of SMSFs we can accept under this offer is limited so it will close earlier once this limit has been reached though fund transfers in progress at that time will still be...

Have You Run Out of Time?

If there is a possibility that members/trustees will not be able to cashflow their contributions or pension payments by 30th June a promissory note might help. A contribution can be made by supplying the fund trustees with a promissory note, on or before 30th June,...

Related Party Loan Interest Rates to Rise

The interest rate to be applied to related party limited recourse borrowings, arranged under the safe harbour provisions, has changed for 2025. It’s included in the table below. Financial Year For Real Property For Listed Shares/Units 2024/25 9.35% 11.35% 2023/24...