News

When an SMSF holds an equity position in a private company or trust the identities and relationships of the other...

Over the last week I have had 3 adviser queries relating to the impending sale of SMSF assets with significant capital...

Private binding ruling [PBR 1051920326857] dealt with a circumstance where a super death benefit was paid, via the...

The work test no longer applies for members wanting to make a personal non-concessional contribution up to age 75. If...

Hopefully trustees have not left their contributions and pension payments to the last minute as there is a likelihood...

The need for financial planners to stay abreast of the ever-changing rules affecting their clients is a challenge....

With the increasing number of Australians dabbling in crypto investment, inevitably some SMSF members will wish to add...

This check list includes some items that aren’t exclusively End of Financial Year but might be addressed at this time...

Incoming Financial Services Minister, Stephen Jones, made a couple of pre-election statements that caught my...

The number of random ATO checks of new SMSF registrations has been increasing. This means that new fund trustees...

Recently, I've received several inquiries regarding the treatment of fee-for-no-service refunds. I can only assume...

Ungeared companies or trusts can be an attractive way to hold direct property when multiple investors are involved....

As you know, there can be a significant difference in after tax benefits between a member withdrawal and a member...

Opportunities are being lost due to a general misunderstanding of the nuances of life insurance in SMSFs. A deduction...

We will waive our wholesale base administration fee for the preparation of the 2021-2022 financial statements and...