News & Articles

by Alicia Thomson There are many reasons a member may need to withdraw funds from their SMSF including funding insurance premiums, full member exits, fund wind-ups and the more recent phenomenon Covid-19 early release.  It is extremely...

by Duc HongThe contribution splitting rules can be utilised to benefit your clients in a number of ways.  To be eligible to split contributions with a spouse, a number of conditions must be met including:Can split up to 85%...

by Abra Chowdhury A reversionary pension is a superannuation income stream that will, on the death of the pension owner, automatically continue to a nominated beneficiary. The beneficiary must meet the SIS definition of dependent both at...

by Alex PolorotoffThe ATO has indicated it will be placing a greater focus on scrutinising documentation and investment strategies as part of its review of SMSF audits this year, particularly in relation to the relief measures in...

 by Mark Phillips The rules around eligibility to make non-concessional contributions can be a little confusing.  We have created a flowchart to assist you to work through the current rules, which include increasing the age at which you...