There are no encouraging financial statistics these days – rising interest rates and high inflation...

Retirement. It’s a condition of release with no cashing restrictions (ie there are no strings...

When an SMSF member with insurance dies before 65 there is potentially a special tax deduction...

My client doesn't understand why the assets in his SMSF need to be valued to market every 30 June...

The start of the year means new opportunities and new things to do. While we might all make our...

Happy New Year to all those who (like me) will probably think in terms of financial, rather than...

A recent article in SMS Magazine here talks about the anxiety currently created by investment...

Late last year, the ATO announced they were reviewing the current deadlines for lodging TBARs with...

These days, many SMSF members know that their fund stops paying income tax on some or all of its...

The ATO will be once again extending its “no compliance action” approach in relation to NALE and...

In our view, anyone who has an SMSF should also have an enduring power of attorney. Let me explain...

When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...