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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A trustee needs to obtain an actuarial certificate if the "proportionate method" is used to exclude...
Read MoreA fund’s status has changed to “regulation details removed” on Super Fund Lookup. Why has this...
Read MoreI was recently asked about a death benefit for a member who died in May. The fund and member...
Read MoreLatest ATO figures show that over 30% of SMSF trustees are over 70. Inevitably, as we age, we all...
Read MoreMy client is in their 40s and has accessed their superannuation due to being permanently...
Read MoreMy client’s SMSF purchased a property via an LRBA in March 2023 by borrowing from a related party....
Read MoreAre medical certificates always necessary when an SMSF member accesses their super under the...
Read MoreMy client Judy had $1.5m in super at 30 June 2022. She was originally going to make...
Read MoreA fund has received a release authority from the ATO to release a member’s excess non-concessional...
Read MoreMy client will start a retirement phase pension from 1 July and plans to realise a capital gain on...
Read MoreMy client wants their SMSF to buy shares in a private company. What do they need to consider to...
Read MoreMy client thought he was making an investment for his SMSF but it appears he was scammed and the...
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