While most practitioners would be aware that superannuation is not covered by the deceased’s will...

The Australian Taxation Office (ATO) are concerned that a number of SMSFs paying capped defined...

When a superannuation interest in retirement phase is subject to a family law split, there are two...

With the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers...

As we get closer to the end of the financial year, many SMSF members with pensions will be checking...

In the new world of calculating exempt current pension income, if your 100% pension fund receives a...

Well, in fact pension payments have always needed to be paid in cash. Only lump sums can be taken...

Prior to 1 July 2017, as a general rule, where an individual was age 60 or over and wanted to draw...

With the 1 July 2017 introduction of the $1.6m Transfer Balance Cap (or “pension cap” as some...

Must the fund issue a PAYG summary? Does the individual need to report the payments in their...

The majority of SMSFs lodged their Transfer Balance Reports to report the 30 June 2017 value of the...

From 1 July 2017 some funds providing retirement phase pensions are no longer allowed to be...