News / Friday, May 23rd, 2025

Can you pay medical expenses with super?

Can you pay medical expenses with super? Life can take an unexpected turn when members of an SMSF suddenly find […]

Duc Hong
Pensions / Sunday, May 22nd, 2022

Should I take my super out as a lump sum?

You may get approached regularly by clients when they have reached their preservation age, on what to do with the […]

Duc Hong
News / Thursday, April 14th, 2022

All the SMSF Reporting Requirements You Need to Know

The list of SMSF reporting requirements from the Australian Taxation Office (ATO) is short. It covers  The SMSF annual return, […]

Mark Phillips
News / Thursday, April 14th, 2022

SMSF Software Comparison – The Pros & Cons Of Each

This SMSF software comparison is not about comparing the features of software packages and online providers.  Instead, it compares the […]

Mark Phillips
News / Monday, March 21st, 2022

A million dollar mistake

A real life example where circumstances have resulted in very threatening situation involving non-concessional contributions

Alex Polorotoff
smsf tax return instructions
News / Wednesday, February 23rd, 2022

SMSF Tax Return Instructions – Can You Do It Yourself?

Can you follow the ATO’s SMSF tax return instructions and submit your own SMSF annual return?  The answer depends on […]

Mark Phillips
smsf esa providers
News / Wednesday, February 23rd, 2022

What is an SMSF ESA Provider?

SMSF ESA providers provide SMSFs with an electronic service address (ESA) to allow them to use the SuperStream electronic transfer […]

Mark Phillips