News & Articles | SMSF Engine

Mitigating disputes over Superannuation Death Benefits

When a member of an SMSF passes away, payment of their death benefit can be problematic if their estate plan hasn’t been considered and implemented correctly. A most important part is to consider if a death benefit nomination (DBN) is...
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Recently retired and need to top up super?

Since 1 July 2019, there has been an exemption allowing members to make additional super contributions when they no longer meet the work test. This can be great for members who have recently retired but would still like to make some final...
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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 thriller)! As we are now preparing our client’s end of year accounts, it is time to review the market values of their...
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Understanding Divorce & Super

One in three marriages end in divorce. For this reason, understanding some of the complexities in superannuation and tax law surrounding divorce, is important to get the best possible outcome for your clients. The family court order or...
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The Small Business Retirement Exemption

A small business owner can contribute either the sale proceeds or capital gains from the sale of business assets into their SMSF, and disregard some or all capital gains by using the two main concessions: The 15-year exemption; andThe...
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