News & Articles

In August last year the ATO wrote to SMSF Trustees where their fund held a single property with a Limited Recourse Borrowing Arrangement.  The letter raised the ATO’s concern around a lack of diversification and the potential to...

Despite the recent superannuation reforms, and the introduction of the new transfer balance cap, starting an ABP is still very tax-effective, since the income from the assets supporting the ABP (i.e., basically up to $1.6 million...

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...

The end of the financial year is a good time to review your, and your clients SMSF arrangements to ensure everything is set up for success in the coming year. Below are a few areas you may wish to consider as part of that reviiew Review...