Why have a Self Managed Super Fund?

April 2020

If managed properly, a Self-Managed Super Fund (SMSF) can be one of the most tax effective vehicles you can use to build and pass on wealth to your beneficiaries.

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Alert! Late lodgers on notice

April 2020

The ATO is becoming tougher on late lodgement and announced that from
1 October 2019, they will change a SMSF status on Super Fund Lookup (SFLU) to ‘Regulation details removed’ if they have not received its annual return more than two weeks after its due date.

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Considerations before adding value to a property under Limited Recourse Borrowing Arrangement (LRBA)

April 2020

Under Limited Recourse Borrowing rules, SMSFs require separate lending arrangement for each “single asset” they acquire.

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Turning 65? What are the implications?

April 2020

Reaching the age of 65 is a crucial time when it comes to superannuation and retirement planning.

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Insurance and the Transfer Balance Cap

August 2019

The introduction of the $1.6 million Transfer Balance Cap (TBC) restricted the maximum amount that an individual can hold in the tax-free retirement pension phase in superannuation.

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Exercise caution when valuing unlisted assets held in SMSFs

August 2019

If your SMSF has invested in unlisted assets such as an unlisted unit trust, it has now become more important than ever to ensure that these assets are adequately valued at their market values for financial reporting purposes.

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Post-Election Super Summary

August 2019

With the election over and no large changes in government to contend with for now, here is a look at which proposed superannuation changes have been scrapped and which still apply.

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Superannuation - it's your money...but not yet

August 2019

This catch cry can sometimes be forgotten, particularly for SMSF members who have easy access to their superannuation fund bank account.

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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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