SMSF Archive
SMSFSuperannuation
SMSF education is essential for trustees. Understanding SISA rules helps prevent breaches, reduce penalties and protect retirement savings by identifying compliance risks early.
SMSF
Get clear on SMSF tax deductions with our guide on what your self-managed super fund can legitimately claim and what it can’t.
SMSF
The tax-free retirement super cap increases to $2M on 1 July 2025. Learn how indexation affects your transfer balance cap and retirement savings.
SMSF
Discover the risks and regulations around accessing money in your SMSF. Understand how to avoid illegal schemes and ensure your superannuation stays secure and compliant with ATO guidelines.
SMSF
Navigate the complexities of SMSF asset valuations with ease. Our guide helps you comply with ATO standards and secure your investments.
PropertySMSF
Explore the appeal of property development in SMSFs: 15% tax rate benefits, retirement advantages, and key considerations for Australian trustees.
SMSF
Explore the implications of the proposed 15% tax on super balances above $3M, particularly for assets like property and business in SMSFs. Learn how it may affect you.
SMSF
Having a self-managed super fund (SMSF) can be an attractive alternative for managing your super because you get to make the investment decisions. However, there are other things you need to consider.
SMSF
Clients with self managed superannuation funds (SMSF) often ask what assets the SMSF can acquire.
SMSFTax
Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee according to the rules of fund, superannuation law, and the death nomination you made.
SMSFTax
New legislation will help prevent superannuation assets from being hidden during divorce proceedings.
From 1 April 2022, the Australian Taxation Office (ATO) will be able to release details of an individual’s superannuation information to a family law court.
SMSFTaxUncategorized
Is a financial services compensation payment to your superannuation fund a contribution? Of late, there have been several compensation payments made by financial services providers to customers that were inappropriately charged or overcharged for insurance premiums or services they did not receive.
