News & Articles

by Mark Philips Do your trust clients cause you headaches? Chasing down missing information, tracking CGT, corporate actions, dividend reinvestment's and AMIT components?  Well we have the solution.  With the ongoing success of...

by Mark Phillips The ATO have made it clear that a complying investment strategy is a critical element for every SMSF and we can expect that will continue to be a key focus in the future. Fund trustees are required by law to prepare and...

by Duc Hong The First Home Super Saver scheme (FHSS) was designed to assist first home buyers to save using superannuation. Eligible contributions made since 1 July 2017 include voluntary personal and salary sacrifice contributions (both...

Enduring Power of Attorney: Exception to the SMSF Trustee RuleThe general rule for SMSF trustees/members is that all trustees (or trustee company directors) must be members and all members must be trustees (or trustee company...

by Alex Polorotoff It seems likely that the Bill currently before Parliament, increasing the maximum number of members in an SMSF to six, will receive royal ascent.  It is interesting to see how much discussion this is currently...