Key considerations for SMSF investment strategies

With the increased compliance focus on SMSF investment strategies, we announced the launch of our investment strategy solution in April. In his article, Mark also outlined what the requirements are for an investment strategy and the role...
Read more

What to do about disqualified trustees

As per the quarterly update on the SMSF industry statistics by the ATO, there were 597,396 active SMSFs in Australia. When dealing with an industry that holds more than $787 billion in assets, it is important that appropriate people...
Read more

Keeping up with SMSF PAYG lodgments

Keeping up with your client’s SMSF lodgment obligations can be a challenging task. The ATO recently reminded trustees of one of those lodgment obligations; pay-as-you-go withholding (PAYGW) on some benefit payments. Where a member...
Read more

Mitigating disputes over Superannuation Death Benefits

When a member of an SMSF passes away, payment of their death benefit can be problematic if their estate plan hasn’t been considered and implemented correctly. A most important part is to consider if a death benefit nomination (DBN) is...
Read more

Recently retired and need to top up super?

Since 1 July 2019, there has been an exemption allowing members to make additional super contributions when they no longer meet the work test. This can be great for members who have recently retired but would still like to make some final...
Read more