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 is a three day education program held at the JW […]
March 21, 2019August 21, 2019SMSF Information SMSF Annual Obligations The Australian Taxation Office is a great resource for information on SMSF’s Here is a video produced for Trustee’s regarding SMSF Annual […]
May 9, 2018May 28, 2018SMSF Information 2018 Federal Budget The definition of a SMSF will be changed to have a maximum number of members from the current 4 to 6. This […]
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 email the other day which asked. Are we able to purchase […]
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 balance cap which limits the tax exemption for assets funding […]
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 for Superannuation, presented ‘some guidance around calculating and reporting ECPI […]
January 23, 2015October 12, 2017SMSF Information Your Children in your SMSF The average Australian SMSF has 1.8 members, less than 10% of these have more than 2 members within the fund. This in […]
January 23, 2015October 11, 2017SMSF Audit, SMSF Information SMSF Investment SMSFs offer members great benefits and incentives. Essentially, the amount of investments in which you elect to hold is entirely up to […]
