News & Articles | SMSF Engine - Part 2
SMSF Solutions for Accountants and Financial Planners

Take care with member withdrawals

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...
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The benefits of spousal contributions splitting

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%...
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The Power of Reversionary Pensions 

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...
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ATO Targeting COVID-19 Relief Measures

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...
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Non-Concessional Contributions Explainer

 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...
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