Category: SMSF

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SMSF, Tax

What happens to your superannuation when you die?

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.

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SMSF, Tax

Divorce, Superannuation and the Gender Divide

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.

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SMSF, Tax, Uncategorized

Did your super fund receive a compensation payment?

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.

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Blog, SMSF

6 Member SMSFs – the issues and opportunities

From 1 July 2021, the maximum number of members a Self Managed Super Fund can have increased from four to six. Why would you have a fund with six members and what are the implications?

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4. Cf Your Smsf
SMSF

Your SMSF: when expenses and investments are not at arm’s-length

We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate to related party transactions – that is, interactions between the SMSF, its assets, and its members (or relatives of members). We’ve set out some of the common questions and answers.

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Th Smsf Changes
SMSF

The 1 July 2021 superannuation changes

Changes from 1 July 2021 will impact on how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.

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SMSF

SMSF Scams on the rise

Scammers love to take advantage of a crisis – now with the COVID-19 pandemic, they are targeting Self-Managed Super Funds (SMSF).

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SMSF

Should cryptocurrency investors have a SMSF?

Self-Managed Superannuation Funds (SMSFs) are currently the fastest growing sector within the superannuation industry.

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SMSF

Setting up a SMSF? Read this first.

Before you do anything, you should get a corporate trustee to run your super fund.

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SMSF

How Can I Set Up A SMSF In 2019?

Self-managed super funds have been subject to enormous change over the last couple of years.

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Small Business, SMSF

ATO Gets Serious About Super Guarantee Obligations

New data has enlightened the ATO of certain businesses that may not be meeting their superannuation obligations.

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SMSF

Super Guarantee Amnesty Resurrected

Employers that have fallen behind with their SG obligations will have the ability to “self-correct.”

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