I am a nerd. In fact, like most actuaries, I’m a maths nerd. That’s why I always enjoy reading...

I read a great article by Shelley Banton this week in SMSF Adviser (Navigating key compliance...

One of the final pieces of the 2021/22 planning jigsaw dropped into place late last week. The...

Historically, the income of a fund has been taxed as non-arm’s length income (NALI) (ie at 45%...

Are you like me and tired of the rhetoric from the big end of the superannuation town that always...

Transfer Balance Cap Indexation

The coronavirus pandemic has taken its toll on Australian couples. As well as marriage rates...

The recent Costs of operating SMSFs 2020 report from the SMSF Association and Rice Warner was a...

Independence is certainly a hot topic these days – right now, the conversation is specifically for...

Today is a pretty important day in the Heffron world – it marks 20 years since one of our most...

Non-concessional contributions cap & the “bring forward” rule

They were designed to tie in with the (already legislated) change to move the age at which a work...