SMSF Information Archives

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 […]

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 up with a company as trustee or just have individuals?” […]

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 […]

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 passed by Parliament. Amongst the changes was legislation which provides […]

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 […]

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 and came across some old “Money” magazines. Picking up one […]

February 5, 2015October 11, 2017SMSF Information

5 SMSF pension mistakes that accountants make

The SMSF pension rules can be a minefield to negotiate and it is so difficult for accountants in public practice keep up […]