News & Articles

Self-Managed Superannuation Funds (SMSFs) are subject to stringent regulatory oversight by the Australian Taxation Office (ATO). Audits are a critical mechanism through which the ATO ensures compliance with the Superannuation Industry...

Meeting Minimum Pension Requirements in SMSFs with Illiquid Property Most experienced SMSF advisers are already familiar with the limitations inherent in property-heavy SMSFs. Now, as more of these funds enter the pension phase, the...

What Accountants and Advisers Must Know about SMSF Property Depreciation and CGT Depreciation Depreciation is indeed a method of allocating the cost of a depreciating asset over its effective life, reflecting its usage, wear and...

When to Review SMSF Estate Plans and Death Benefit Nominations: A Guide for Advisers Superannuation is often a client's largest asset outside their home. Yet too often, death benefit nominations are left to lapse, misunderstood, or...

Managing SMSF Death Benefits to Avoid Conflict Payment of superannuation death benefits is one of the most sensitive and legally complex aspects of estate planning. For SMSF advisers, it’s also one of the most common sources of...