My SMSF owns property and it’s affected by Covid-19 – what should I do?

My SMSF owns property and it’s affected by Covid-19 – what should I do?

Created on August 6, 2020

Rental Relief for the tenant The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a property and a…

SMSFs – A new financial year in COVID-19 times

SMSFs – A new financial year in COVID-19 times

Created on July 13, 2020

As a new financial year unfolds, the COVID-19 pandemic continues to impact everyone’s lives in so many ways. During these unprecedented times it is important to ensure trustees continue to…

2020 End of financial year (EOFY) considerations for your SMSF

2020 End of financial year (EOFY) considerations for your SMSF

Created on June 6, 2020

The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder…

SMSFs and COVID-19 measures

SMSFs and COVID-19 measures

Created on April 6, 2020

You may be aware that the Government recently announced measures which allow individuals affected by the economic impacts of COVID-19 to access a limited amount of their superannuation early. Similarly,…

I received an ATO letter re: SMSF investment strategy and diversification – what do I need to do?

I received an ATO letter re: SMSF investment strategy and diversification – what do I need to do?

Created on March 13, 2020

You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their…

Can my SMSF pay for my personal ATO Division 293 tax and Excess Concessional Contributions Assessments?

Can my SMSF pay for my personal ATO Division 293 tax and Excess Concessional Contributions Assessments?

Created on November 13, 2019

Yes – however care needs to be taken to ensure you pay it at the right time by following the below steps. Division 293 Tax The Division 293 Tax applies…

When did you last review your SMSF’s investment strategy?

When did you last review your SMSF’s investment strategy?

Created on October 4, 2019

You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their…

From 1 July 2019 your insurance cover may be changing

From 1 July 2019 your insurance cover may be changing

Created on August 7, 2019

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It…

The Coalition wins a third term – what happens with superannuation now the dust has settled?

The Coalition wins a third term – what happens with superannuation now the dust has settled?

Created on May 21, 2019

The Coalition Government was re-elected in the May 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking, as one of its policies to…

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…