ATO flexes muscles on lodgement deadlines - but is that really a bad thing?
The ATO updated its policies around the implication of late SMSF Regulatory returns on Wednesday -...
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ATO focusing on investment strategy diversification requirements – what do trustees and auditors need to do?
The ATO recently identified approximately 18,000 SMSFs who hold 90% or more of their assets in a...
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SMSF Death Benefits
The term “as soon as practicable” appears several times in tax and superannuation law – it’s never...
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Can an attorney under an Enduring Power of Attorney (EPOA) make or renew a binding death benefit nomination (BDBN) for a member?
Historically this question has been difficult to answer. While there does not appear to be any...
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Parliament resumes – Superannuation measures introduced
The Government has introduced two bills to the House of Representatives; one that had previously...
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My SMSF owns premises which it leases back to my business. What do I need to do to make sure the arrangement complies with the superannuation law?
Approximately 10% of SMSFs own commercial property and often this commercial property is leased to...
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Federal Election 2019 - where are we now?
It seems few are more surprised than Scott Morrison that the Liberal / National Coalition will be...
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What’s the point of Transition to Retirement Income Streams post 1 July 2017?
The Government’s 1 July 2017 tax changes caused Transition to Retirement Income Streams (TRIS) to...
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Banning franking credit refunds - is there another way
With the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers...
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Election Special: The key differences in policies when it comes to retirement savings
And they’re off! The long-awaited election campaign is now finally in full swing and babies are...
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BUDGET: Heffron Summary
On the superannuation front (and for SMSFs in particular), the 2019-20 Federal Budget was...
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6 Member Fund Concept Shelved
The Government has announced that they will not proceed with their plan to increase the maximum...
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