Pension funds and asset valuations
My client is planning to start drawing a pension from her fund with her entire member balance on 1...
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My client has a corporate trustee for their SMSF. Who can own the shares in the company?
In short, anyone can.
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Audit Management Letters
My client has received a management letter from the auditor of their SMSF. Should they be worried?
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Is this a permitted SMSF investment?
My client’s SMSF owns residential property in a beachside location. The property is available for...
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Valuing assets to market in SMSFs
My client doesn't understand why the assets in his SMSF need to be valued to market every 30 June...
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How is a non reversionary pension dealt with on death?
When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...
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In-house assets and 30 June
My client’s SMSF lent money to a related entity last October. The value of the loan was less than...
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LRBA terms and conditions
My client’s SMSF is intending to enter into an LRBA by borrowing from a related party. How do they...
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What happens when a market linked pension ends?
Market linked pensions are quite different to normal account-based pensions in that they are paid...
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Can a child receive a Government co-contribution?
Retirement might be a long way off, but can a child qualify for a Government co-contribution if...
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Can a child claim a tax deduction for a personal super contribution?
Personal deductible super contributions by someone less than 18 are not a common occurrence. But...
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Lump sum payments from death benefit pensions
My client, who is under age 60, would like to take a lump sum payment from a death benefit pension....
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