News

Refinancing a limited recourse borrowing can result in significant interest savings but beware. For reasons that I...

I previously mentioned an intriguing case where the 3 year NCC bring forward had been triggered by an ATO auto...

Following the major changes to Div 296, earlier this week, we have rewritten our Div 296 FAQ and incorporated a new...

The treasurer has finally succumbed to overwhelming pressure and changed his approach to Div 296 as per this...

We have created a few useful You Tube videos for you to use for potential new SMSF clients "SMSFs vs Large APRA Funds"...

I have just read Jason Hurst’s excellent article on accessing total and permanent disablement payments in the latest...

We have come across an intriguing case I’d like to share with you. In the 2024 year, a member received employer...

I’d like to recap on a couple of educational tools that advisers may use when speaking to potential new SMSF trustees....

About 80% of new funds are established with corporate trustees. Tellingly, the percentage is higher when financial...

The ATO has released its Corporate plan 2025-26 and has mentioned specific items relevant to SMSFs. The ATO will be...

Though the work test is no longer required for members to contribute up to age 75, it is still required if a personal...

Insurance bonds are being suggested as a solution to Div 296. They certainly have their uses but as a vehicle to...

The safe harbour provision interest rate for SMSFs with related party loans has been set for the 2025/26 year at 8.95%...

What's the answer to the simple question "What's the Div 296 tax on $200k?" Most will answer $30k. It's easy, just...

Death and Taxes are important superannuation issues. There can be significant differences in tax payable depending on...