My parents have an SMSF – what do I need to know?
Perhaps you don’t have an SMSF, but your parents do. As they age, you might play a more significant...
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Scenarios that feel like dealings with a related party but they’re not
We all spend a lot of time worrying about when an SMSF investment might involve a related party....
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How are so many people accessing their super early?
Recent statistics from the ATO show that last year, over 90,000 people applied to get early access...
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Paying tax or other special “releases” from your SMSF - the right way
Most SMSFs pay tax (or receive a refund) once a year when they lodge their annual return. But some...
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When should an SMSF obtain an actuarial certificate?
A trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude...
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Investing overseas with your SMSF
There are plenty of complexities and potential challenges to be navigated when investing overseas....
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ECPI – making great choices
Back in 2021, some important changes were made to the rules governing how SMSFs paying retirement...
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My fund has bought building materials from a related party, how do I fix it?
Building materials are one of those items your fund can’t buy from a related party. Why can’t I,...
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Meg's Musings – October 2024
The last month has been interesting both in terms of what has happened and also what hasn’t.
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3 common misunderstandings when it comes to SMSFs and enduring powers of attorney
Powers of attorney have specific uses when it comes to SMSFs – so much so that my usual mantra is...
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Spouse contribution splitting – tips for the receiving spouse
Contribution splitting is a great strategy to help couples even up their super even when one person...
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