Who is the ATO targeting and why?

March 2019

The ATO recently released some information on the results of their compliance and audit activity over the past 12 months.

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Six things to consider prior to 30 June 2019

March 2019

With the end of the 2019 financial year just around the corner, it is time to review year to date transactions and consider what transactions are required to occur pre-30 June 2019. 

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Superannuation and divorce

March 2019

Two member SMSF’s currently make up approximately 93% of all SMSF’s and usually these two members are a couple. Therefore, when a relationship breakdown occurs the superannuation balances are included in the pool of assets to be split and advice needs to be obtained prior to any decision is made. The options available are:

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Equalisation of member balances

March 2019

With the introduction of a number of member balance capped measures from 1 July 2017, there are a range of benefits from implementing strategies to equalise member balances within a SMSF. It is common for the non-working spouse of a couple to have a significantly lower balance then their working spouse and therefore strategies can be implemented to equalise balances over time.

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Is a change of government ahead: proposed superannuation policies

March 2019

If the Labor Party wins the upcoming federal government election, they have announced a number of superannuation policies they intend to implement. These include:

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Comparing super funds: know where and how your money is invested

March 2019

Administration fees, adviser fees, platform fees, foreign exchange spreads, tax and insurance costs are part of the myriad of factors that need to be considered when comparing the performance of superannuation funds.

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Downsize your home and contribute to super

March 2019

Individuals can now make an after-tax contribution to their super of up to $300,000, using the proceeds from the sale of their main residence.

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Need to access super on compassionate grounds?

June 2018

Accessing your superannuation benefits can sometimes be a difficult thing to achieve. Usually members must wait until they reach their preservation age, retire or turn 65.

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Baggage. Tickets. Passport. SMSF?

August 2016

When planning an extended overseas trip, generally the last thing on anyone's mind is their SMSF. However, it is something that you need to consider.

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Is Self Managed Superannuation Right For You?

June 2016

More and more Australians are turning to Self-Managed Superannuation Funds as a means of reaching their retirement goals. The proof is in the statistics.

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