Superannuation

ATO scrutinises self-managed super fund (SMSF) investment strategies

ATO scrutinises self-managed super fund (SMSF) investment strategies

The Australian Taxation Office (ATO) has pushed 18,000 self-managed super fund (SMSF) trustees to improve...
What you need to know about recent changes to superannuation

What you need to know about recent changes to superannuation

New superannuation rules have come into force to protect super accounts from unnecessary fees, so it’s...
How to set up a new self-managed super fund (SMSF)

How to set up a new self-managed super fund (SMSF)

Your superannuation is the cornerstone of your retirement plans, so it’s vital to follow the correct...
Understanding superannuation downsizing contributions for those aged 65 or older

Understanding superannuation downsizing contributions for those aged 60 or older

As an incentive for people to downsize their homes, those aged 65 or older can now contribute part or all of the proceeds of a home sale to super.

Update to buying property in a self-managed super fund (SMSF) using borrowings

Update to buying property in a self-managed super fund (SMSF) using borrowings

Rules for buying property through self-managed super funds (SMSFs) have changed, as major banks in Australia...
Changes to event-based reporting for self-managed superannuation funds (SMSFs)

Changes to event-based reporting for self-managed superannuation funds (SMSFs)

As part of the superannuation reforms announced in the 2016 Budget, the federal government has introduced...
Tax for SMSF members: What can I claim?

Tax for SMSF members: What can I claim?

As a member (and trustee) of your self-managed superannuation fund (SMSF) it’s important to understand...
Trigger events to deem a Last Will and Testament invalid

Trigger events to deem a Last Will and Testament invalid

With a Last Will and Testament being the only legally binding document accepted by law as an individual’s...
Tax for superannuation members: Contribution rules post 30 June 2017

Tax for superannuation members: Contribution rules post 30 June 2017

The rules and limits on super contributions for super funds changed on 1 July, 2017. Here’s what you...
SMSF: Managing your superannuation fund for 2017 financial year and beyond

SMSF: Managing your superannuation fund for 2017 financial year and beyond

It’s time for self-managed superannuation fund (SMSF) trustees to get ready for the end of this financial...
SMSF: Tax planning and last minute considerations before end of financial year

SMSF: Tax planning and last minute considerations before end of financial year

Significant changes to superannuation come into force on July 1, 2017. However, there is a rapidly closing...
SMSF: Do you meet conditions of release to transfer from preserved to unrestricted non-preserved benefits?

SMSF: Do you meet conditions of release to transfer from preserved to unrestricted non-preserved benefits?

The changes to superannuation that come into effect on July 1, 2017 pose a range of issues for self-managed...
How to optimise your superannuation

How to optimise your superannuation

Your superannuation is your future, and being proactive can mean the difference between a retirement...
How much money do I need to start a self-managed super fund (SMSF)?

How much money do I need to start a self-managed super fund (SMSF)?

Self-managed super funds (SMSFs) are the fastest growing sector of the superannuation market and it’s...
SMSF property: What do I need to consider when buying a property through a Self-Managed Super Fund?

SMSF property: What do I need to consider when buying a property through a self-managed super fund?

Savvy investors are using their self-managed super funds (SMSF) to buy property with some investors seeking...