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
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
SMSF Compliance
News / Tuesday, February 15th, 2022

SMSF Compliance Obligations – Everything You Need to Know

The number one reason people choose self-managed super funds over public or retail ones is control over their assets and […]

Mark Phillips
smsf audit requirements
News / Tuesday, February 15th, 2022

SMSF Audit Requirements – The Essential Guide

It sounds pretty straightforward.  Every SMSF must have an annual SMSF audit to check the validity and accuracy of its […]

Mark Phillips
rollover super to smsf
News / Monday, February 14th, 2022

The Six Things to Know When You Rollover Your Super to an SMSF

A rollover is a transfer of super savings from one fund to another.  Your existing super will be either A […]

Mark Phillips