News & Articles

Why it’s important to review the Trust Deed of a SMSF

Posted on: Thursday, October 26th, 2017
The Trust Deed of a Self Managed Superannuation Fund governs the operation of the Fund.  While Superannuation Legislation changes from time to time, if the deed does not allow for certain actions then that action is not allowed and can...
Read more

Changes to Segregated Pension Assets and Actuarial Certificates

Posted on: Thursday, September 28th, 2017
In this article we discuss the changes and implications to segregated pension assets and actuarial certificates from 2017/18 year including some ways you may be able reduce the administrative impact these changes may have on your...
Read more

Your Guide to the Latest Superannuation Rates and Taxes

Posted on: Tuesday, August 8th, 2017
Staying on top of your SMSF administration work and keeping up to date with superannuation changes and current rates can be challenging and time consuming to say the least!So to help, we've produced a comprehensive reference guide to...
Read more

ATO extends crucial deadline for SMSFs

Posted on: Thursday, May 11th, 2017
In response to industry feedback, the ATO has this morning confirmed it will extend the due date for lodgement of SMSF annual returns for 2015-16.The deadline has been extended to 30 June 2017, as the SMSF professional community, in...
Read more

Capital Gains Tax Relief – Start planning now

Posted on: Wednesday, March 29th, 2017
The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst the changes was legislation which provides CGT relief for members who are transferring assets out of retirement phase in 2016/17 to...
Read more