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12 June 2015

June 2015 - With the end of the year fast approaching, now is a good time to ensure that you have all of your SMSF obligations under control.

21 April 2015

April 2015 - Isn't it easier just to sweep it all under the carpet and pretend any problems never happened? Our newsletter this month looks at SMSFs, trustees and interaction with the Australian Taxation Office, how to deal with the ATO and what you can do to make dealings easier.

31 March 2015

March 2015 - While we focus on SMSFs and what trustees can and cannot do with their SMSFs, there might come a time when you determine that the SMSF no longer meets your needs. This will mean that you may need to wind up your SMSF now or sometime in the future.

27 February 2015

February 2015 - A self-managed superannuation fund (‘SMSF’) is a trust and must abide by the trust and super laws.

12 December 2014

December 2014 - Going through a separation or divorce can be a traumatic experience, especially when there are children involved. To make things even more complicated in an already trying time, there are special rules to deal with superannuation benefits when a couple separate. 

26 November 2014

November 2015 - Will you have enough super? Strategies to increase your balance, asset classes and investments by SMSFs, risks and reward.

01 October 2014

October 2014 - The May 2014 federal government budget announced that there would be changes to the treatment of account based pensions with regards to the income test for the Centrelink age pension.

28 August 2014

July-August 2014 - The rules around contributions to superannuation have changed considerably in the past few years so it is worthwhile reviewing the current state of play.

10 June 2014

June 2014 - As we approach 30 June, it is time for year-end tax planning and checking self-managed superannuation fund (SMSF) minimum requirements. Spending some time on this will ensure that your fund is not in trouble when the audit comes around.

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