News & Articles

Recently, we came across a case where a member had sold their home and deposited the majority of the proceeds into their SMSF. This resulted in her exceeding her non-concessional contribution cap. To complicate the matter, she wanted the...

Can you follow the ATO’s SMSF tax return instructions and submit your own SMSF annual return?  The answer depends on your circumstances and how qualified you are to assess your tax debt or refund. Lodging the return, either...

SMSF ESA providers provide SMSFs with an electronic service address (ESA) to allow them to use the SuperStream electronic transfer system for payments and messaging. SuperStream is part of a move towards standardisation and...

It sounds pretty straightforward.  Every SMSF must have an annual SMSF audit to check the validity and accuracy of its financial statements and its compliance with superannuation legislation (SIS Act) and regulations...

A rollover is a transfer of super savings from one fund to another.  Your existing super will be either A fund regulated by the Australian Prudential Regulation Authority (APRA) - generally a public fund, a retail super fund,...