News & Articles

by Duc HongAccount Based Pensions can provide a regular income stream once a member satisfies a condition of release. If the member is over age 65, or has reached their preservation age and retired, the income stream will be treated...

by Abra Chowdhury In-specie super contributions within an SMSF can be a compelling strategy to increase retirement benefits and in some cases manage personal tax liabilities.  Assets that can be transferred include ASX listed shares...

by Alex Polorotoff Last month, the ATO released internal staff guidelines known as Practice Statement Law Administration 2020/3, which provides guidance on penalties that can be imposed on SMSFs under the SIS Act. The guidelines discuss...

by Mark Phillips Is there any real difference between Individual and Corporate Trustees? A key consideration when establishing an SMSF is whether to use an individual or corporate trustee. Generally where the decision is left to the...

by Brent Jones My aunt asked me if I could help her arrange a reverse mortgage so that she could get her leaky roof, and a few other things, fixed . I called a broker to discuss. He recommend that, instead of a reverse mortgage, which are...