News & Articles | SMSF Engine - Part 13
SMSF Solutions for Accountants and Financial Planners

SMSF year end review tips

The end of the financial year is a good time to review your, and your clients SMSF arrangements to ensure everything is set up for success in the coming year. Below are a few areas you may wish to consider as part of that reviiewReview...
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ATO’s deadline for review non-arm’s length LRBAs extended

The ATO is allowing SMSF trustees additional time until 31 January 2017 to ensure that any LRBA’s that their fund has are on terms consistent with an arm’s length dealing, or alternatively are brought to an end.Previously, in...
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SMSF: Size matters when it comes to asset allocation

The ATO recently release statistics in relation to the 2014 year. We had a look at the comparison of asset allocation percentages from 2014 to 2011. As usual there were some interesting observations:Cash & Listed...
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Property Valuations

SMSF Property Valuations can be confusing. This is partly because there are no hard and fast rules. The ATO has produced guidelines but these are open to some interpretation. Factors to consider include the domain expertise of the...
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Are Transitions to Retirement Dead?

The concessional tax treatment for income from Transition to Retirement Income Streams (TRIS) will be removed from 1 July 2017. Current Rules TRIS allows members to reduce working hours and supplement this income with a regular 'income...
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