Compliance / Monday, September 20th, 2021

Recent changes to SFLU means speedier fund rollovers

Alex looks at recent positive changes to help advisers and trustees get information about their SMSFs

Alex Polorotoff
Compliance / Monday, September 6th, 2021

SuperStream changes to improve Rollovers

SuperStream makes it easier for SMSFs to collect and allocate employer superannuation guarantee (SG) payments by using the SMSFs ABN […]

Alicia Thomson
Compliance / Monday, August 16th, 2021

Key considerations for SMSF investment strategies

With the increased compliance focus on SMSF investment strategies, we announced the launch of our investment strategy solution in April. […]

Alex Polorotoff
Compliance / Monday, August 9th, 2021

What to do about disqualified trustees

As per the quarterly update on the SMSF industry statistics by the ATO, there were 597,396 active SMSFs in Australia. […]

Alicia Thomson
Compliance / Monday, August 2nd, 2021

Keeping up with SMSF PAYG lodgments

Keeping up with your client’s SMSF lodgment obligations can be a challenging task. The ATO recently reminded trustees of one […]

Duc Hong
Compliance / Tuesday, July 13th, 2021

Collectables in SMSFs – Owning and Reporting

Congratulations on another year passed (and to Ash Barty for winning Wimbledon and Italy for winning the Euro in a […]

Alicia Thomson
News / Monday, June 21st, 2021

Related party trusts and SMSFs

Can SMSFs Invest in Related Party Trusts? SMSFs are generally prohibited from investing in related party investments. However, there are […]

Alex Polorotoff