News

In a move that will spoil the Christmas break for many superannuation techies, the government has released the new Div...

This is my last blog for the year. It has nothing to do with superannuation. It was inspired by an excellent...

I was asked a simple question recently. An SMSF has 2 members, one has been wholly in pension since July 1 and the...

Advisers and trustees often feel that the level of audit scrutiny is excessive and it’s true to say that it has become...

I often field questions concerning the SMSF acquisition of unit trust units from a related party. Whether such...

Recently, ASIC investigated the SMSF establishment compliance for 100 funds sourced from 12 advice licensees that they...

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...