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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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. 

Read More

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:

Read More

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.

Read More

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:

Read More

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.

Read More

Recent Posts