2018 Federal Budget & Year End Tax Planning

2018 Federal Budget & Year End Tax Planning

Created on May 29, 2018

Government delivers SMSF friendly 2018-19 Federal Budget An SMSF friendly budget is the good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching…

Transition to Retirement Income Streams (“TRIS”) – what happens to my TRIS when I die?

Transition to Retirement Income Streams (“TRIS”) – what happens to my TRIS when I die?

Created on April 30, 2018

Last month, we spoke about Transition to Retirement Income Streams (“TRIS”). These pensions allow individuals to access their superannuation benefits prior to retirement or without having to terminate their employment….

Transition to Retirement Income Streams (“TRIS”) – once a TRIS always a TRIS?

Transition to Retirement Income Streams (“TRIS”) – once a TRIS always a TRIS?

Created on March 21, 2018

Transition to Retirement Income Streams (“TRIS”) allow individuals to access their superannuation benefits prior to retirement or without having to terminate their employment. Who is eligible for a TRIS? Provided…

Can I buy cryptocurrencies in my self-managed super fund?

Can I buy cryptocurrencies in my self-managed super fund?

Created on February 27, 2018

Bitcoin and other cryptocurrencies have been around for many years but in recent months they’ve been a major focus as their daily values go up and down more often than…

Simple super now super complicated

Simple super now super complicated

Created on January 16, 2018

It has been 10 years since the Simple Super Reforms were brought in on 1 July 2007. A decade later the “Simplified Superannuation” system has become a labyrinth of legislation….

I’m an ex-pat, what can I do with my superannuation?

I’m an ex-pat, what can I do with my superannuation?

Created on December 15, 2017

These days there are many Australian ex-pats living around the world and there is often confusion surrounding what happens to their super when they leave Australia. Generally speaking, when a…

When can I access my Super?

When can I access my Super?

Created on October 19, 2017

SMSFs have strict rules on when super monies can be withdrawn from the fund, most commonly when a member satisfies a form of retirement and/or reaches a certain age. Your…

New super laws and real-time reporting

New super laws and real-time reporting

Created on September 22, 2017

As we approach the end of the first quarter of the new super reforms which came into effect on 1 July 2017, here is an update on the ATO’s mandated…

Superannuation from 1 July 2017 –  The New Frontier

Superannuation from 1 July 2017 – The New Frontier

Created on July 1, 2017

Happy New Financial Year! With 1 July 2017 marking the start of many of the super reform changes, here is an overview of the new rules:   Transfer Balance Cap…

Look Before You Leap — Super Changes from 1 July 2017

Look Before You Leap — Super Changes from 1 July 2017

Created on June 14, 2017

As we’re about to welcome in the 2017/18 financial year and many of the new super reforms, here is summary of what lies ahead: Notify your employer to reduce salary…