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30 September 2020

Losing a loved one is never easy. The last thing on most people’s minds when this happens is what to do about the person’s superannuation. During this period of grief, it can be reassuring to know you or your loved one have made plans to make the process of dealing with their superannuation...

15 September 2020

The Australian Taxation Office (ATO) is seeking insight into how many Self-Managed Superannuation Fund (SMSF) trustees are aware of, using, or intending to access the COVID-19 stimulus measures that allow the halving of minimum pension drawdown amounts.

07 September 2020

As cryptocurrencies continue to grow in popularity, more Australians have begun to look into how they can invest safely and securely in digital assets like Bitcoin.

28 August 2020

If you are responsible for preparing a client’s SMSF’s annual Financial Report, a new accounting standard released by the Australian Accounting Standards Board (AASB) may affect its creation or amendment when the Standard comes into effect in July 2021.

26 August 2020

In March 2020, the Australian Taxation Office (ATO) announced it will commence contacting individual trustees or members of Self-Managed Superannuation Funds (SMSFs) when the fund’s details are updated at the ATO.

27 July 2020

Who would have thought we would be bringing in the new financial year in what is still such an uncertain time? Now more than ever, we are encouraging Self-Managed Super Fund (SMSF) trustees to reach out for anything they might need and to keep us in the loop on any changes happening in their...

14 July 2020

If you’re an SMSF trustee, important changes to auditor independence standards which took effect on 1 January 2020, is mandatory for audits and reviews in Australia, with the ATO announcing it as a focus this financial year.

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