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August 21, 2019August 21, 2019Information

Event Sponsor of the 2020 IPA Tax Cruise

We will be the event sponsor of the 2020 IPA Tax Cruise.  […]

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SMSF Work Test
August 2, 2019August 21, 2019SMSF Contributions

Over 65 work test for contributions

Work Test over 65 years still exists Making concessional or non-concessional contributions […]

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ASIC Logo
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 […]

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SMSF Annual Obligations
March 21, 2019August 21, 2019SMSF Information

SMSF Annual Obligations

The Australian Taxation Office is a great resource for information on SMSF’s […]

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SMSF piggy bank
May 9, 2018May 28, 2018SMSF Information

2018 Federal Budget

The definition of a SMSF will be changed to have a maximum […]

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Classic Car SMSF
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 […]

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Balance transfer cap
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 […]

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Thinking about a SMSF
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 […]

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SMSF Advice
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 […]

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SMSF for Business Owners
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 […]

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