News & Articles

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...

 by Alicia Thomson We previously published an article on downsizer contributions in May this year and referred to the potential to utilise the rules with a non-cash “sale” to a related party. The government has since updated the...

by Duc Hong Many SMSF trust deeds include a standard Binding Death Benefit Nomination or require that the BDBN follows a set format. For the BDBN to be valid and to avoid uncertainty when it's come to paying out a death benefit, it is...

 by Abra Chowdhury According to SIS regulations, if a member starts an account-based pension after 1 July 2007, a minimum amount must be paid each year. Minimum pension drawdown percentages are based on the member’s age. Recently, the...