The Major Parties’ Superannuation and Tax Policies

The Major Parties’ Superannuation and Tax Policies

Created on April 24, 2019

The federal election has been called for May 18 and both major parties have outlined their superannuation and tax policies. With the federal election only weeks away many of our…

Government delivers surplus election friendly 2019-20 Federal Budget – Leaves superannuation largely untouched

Government delivers surplus election friendly 2019-20 Federal Budget – Leaves superannuation largely untouched

Created on April 8, 2019

A surplus election budget is the news coming out of the 2019-20 Federal Budget. With superannuation left largely untouched, the Government focused on further personal income tax cuts. However, three…

When certainty is uncertain – capitalising on the superannuation rules whilst you can

When certainty is uncertain – capitalising on the superannuation rules whilst you can

Created on March 4, 2019

With the chances of the Federal Election likely to be around the same time as Federal Budget in May 2019, more grey clouds of uncertainty are in the air. So…

Why “simple” superannuation questions don’t always result in simple answers

Why “simple” superannuation questions don’t always result in simple answers

Created on January 10, 2019

Have you ever asked your SMSF administrator the following “simple” questions expecting a quick and simple answer, only to be told it’s not that straightforward? This is why. How much…

2018 SMSF re-cap – what you should already know

2018 SMSF re-cap – what you should already know

Created on December 10, 2018

With less than 14 sleeps until Christmas and a few more until another calendar year ticks over, we thought this would be a good time to re-cap a very busy…

Transfer Balance Account Reporting  (“TBAR”) – why real time reporting is key

Transfer Balance Account Reporting (“TBAR”) – why real time reporting is key

Created on November 10, 2018

With the first quarter of the TBAR reporting having come and gone last month, here is a reminder of what these new reporting requirements entail and why real time reporting…

Franking credits and your SMSF – what is the Labor party proposing?

Franking credits and your SMSF – what is the Labor party proposing?

Created on November 2, 2018

You may have noticed significant media coverage recently regarding the Australian Labor Party’s (“ALP”) proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in…

Can my SMSF purchase a residential property from my brother?

Can my SMSF purchase a residential property from my brother?

Created on October 3, 2018

Buying residential property is not just about finding the right property even though this is often the most time-consuming part. Don’t fall into the trap of purchasing from a related…

Have you considered what you will do if an unexpected event occurs?

Have you considered what you will do if an unexpected event occurs?

Created on August 9, 2018

Your SMSF is a long-term plan.  Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place…

Superannuation changes – what is and what isn’t from 1 July 2018

Superannuation changes – what is and what isn’t from 1 July 2018

Created on July 2, 2018

As the new financial year is now truly underway, here is an overview of what lies ahead in 2019 so that you can ensure your SMSF is ready. 1. Contributions…