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
General / Sunday, May 1st, 2022

Segregated or Proportionate methods for Calculating ECPI?

A bill was passed recently that contains changes to a number of different superannuation measures, including amendments to: The work […]

Alicia Thomson
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 Investment Strategy Example

Trustees often ask for an SMSF investment strategy example that is practical and can be used as a  guide to […]

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
Compliance / Sunday, March 20th, 2022

Living in an SMSF property post-review

Duc discusses in-specie transfers of property out of an SMSF so that a member can live in their investment property.

Duc Hong