June 8, 2022June 8, 2022SMSF Information Sponsoring of the 2022 IPA National Congress We will be a sponsor of the 2022 IPA National Congress. It […]
August 2, 2019June 8, 2022SMSF Contributions Over 65 work test for contributions Work Test over 65 years still exists Making concessional or non-concessional contributions […]
July 5, 2019August 21, 2019SMSF Information Reasons to advise your clients to have a company as trustee for an SMSF I am commonly asked by accountants “should I set my SMSF clients […]
March 21, 2019August 21, 2019SMSF Information SMSF Annual Obligations The Australian Taxation Office is a great resource for information on SMSF’s […]
May 9, 2018May 28, 2018SMSF Information 2018 Federal Budget The definition of a SMSF will be changed to have a maximum […]
October 12, 2017May 30, 2018Investment Strategy, SMSF Information Classic Car in your SMSF Is a Classic Car allowed as a SMSF Investment? I received an […]
March 31, 2017October 11, 2017SMSF Information the new $1.6 million transfer balance cap Amongst those changes introduced in the 2016 Budget was the $1.6 million transfer […]
March 29, 2017October 11, 2017SMSF Information Time to think about Capital Gains Tax Relief The changes to superannuation announced in the 2016 Federal Budget have been […]
June 11, 2016November 18, 2020SMSF Audit, SMSF Information When is an Actuarial Certificate Required? In an address to the Tax Institute in March 2015 Matthew Bambrick, ATO Assistant Commissioner […]
February 5, 2015October 11, 2017SMSF Contributions, SMSF Information Business Owners and SMSF Super Contributions I was cleaning up my office at home over the Holiday period […]