SMSF Archive
SMSF
The tax office’s risk models have recently identified a variety of funds which may be subject to early releases.
SMSF
New laws prevent superannuation providers from eroding member balances with unwanted or unnecessary insurance and exit fees.
SMSF
New laws passed in the Senate may affect members of the self-managed super funds who still keep a small balance in their industry fund for insurance purposes.
SMSF
Treasury Laws Amendment (2018 Measures No. 4) Bill 2018 passed both Houses on Tuesday, the 12th of February 2019.
SMSF
The expenses considered deductible by super funds are similar to that of individuals.
PropertySMSFTax Champion
This is NOT advice. It's just a random man down the street sharing his story.
SMSF
Super splitting is important when one member of a couple has a much higher super balance. It is also beneficial for couples that have a large age gap between them.
PropertySMSFTax Champion
Quite a few years ago, I did some calculations on having a geared property within super versus a market linked ungeared fund portfolio.
SMSF
The delivery of advice for SMSF changed on 1 July 2016 when specific amendments to the FOFA (Future of Financial Advice) legislation came into effect.
SMSF
A new reporting regime for Self-Managed Superannuation Funds (SMSFs) commenced on 1 July 2018. It’s crucial that SMSF members understand the impact of this new reporting framework and get it right.
SMSFTax Champion
As a Tax Advisor to small businesses that run Self-Managed Super Funds (SMSFs) I am aghast at the way our federal government and, in particular, Canberra bureaucrats treat this sector.