News

This is the month to consider contribution reserving or, more correctly, deferred allocation of contributions. Subject...

The discussion of Div 296 is largely characterised by misinformation and misunderstanding. As a public service, we...

As we approach the end of the year, we must ensure that minimum pension drawdowns have been satisfied. In the past,...

If we assume that Div 296 will become law, the best we can do is to focus on what we might be able to change. Trying...

There are reports in the financial press today of panic selling of SMSF assets in light of Div 296. This is totally...

Following the rout of the LNP in Saturday's election the Labor government has won total control of the House of...

There are always multiple issues that determine the reasons that voters choose their preferred candidate. Here are a...

In view of the draconian provisions of the non-arm’s length income rules, the administration of related party limited...

The classification as a sophisticated investor removes a great deal of adviser compliance activity and paperwork. It...

The latest AWOTE figures have been released confirming that there will be no increase to the contribution caps in the...

Payment of a lump sum disability benefit presents a great opportunity for planners to add value by reducing the...

The transferring of UK pension benefits to Australia is a complex process as each step must comply with both...

Access to relevant information and efficient time usage are two of a planner’s greatest challenges. Our SMSF...

The latest CPI figures have been confirmed and will result in an increase to the general transfer balance cap from...

Like all other property owners in Australia, SMSF trustees must obtain a Clearance Certificate when selling or...