You can trust us!

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...
Read more

A solution for your investment strategies

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...
Read more

First Home Super Saver Scheme

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...
Read more

Enduring Powers of Attorney and SMSFs

 by Abra Chowdhury A Legal Personal Representative (LPR) plays an important role in the operation of an SMSF (as allowed under SIS Act Section 17A). There are limited exceptions to the rule that all SMSF members must be a trustee and...
Read more

Are 6 member SMSFs here?

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...
Read more