Aug 20, 2020 / News

Changes to Testamentary Trusts may Affect Super Arrangements

A recent change to the taxation of trust income distributed to minors (people under 18) means that some clients may need to review their estate planning arrangements in relation to superannuation and life insurance benefits. Read more


Aug 10, 2020 / News

Super Guarantee Amnesty– The clock is ticking

The Federal Governments Superannuation Guarantee Amnesty was given royal assent on 6 March 2020 with a six-month timeframe. Hence, the Amnesty window is due to close on 7 September 2020 - it is just around the corner! Read more

Business Consulting / Superannuation

Jun 12, 2020 / News

Your 2020 End of Financial Year SMSF considerations

The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder as they focus on how best to position their SMSF in 2020-21, as well as meet their annual regulatory obligations for 2019-20. Read more

Financial Planning / Superannuation

May 07, 2020 / News

50% Reduction in Pension Drawdowns

The superannuation law requires a minimum amount to be paid from a pension account each year in order for the account to be treated as being in retirement phase, and entitle the fund to income tax exemption on income arising from assets represented by the account. Read more

COVID-19 / Superannuation

May 07, 2020 / News

Early Release of Superannuation

Eligible members of super funds (including SMSFs) are able to apply for two amounts of up to $10,000 each. Read more

COVID-19 / Superannuation

May 07, 2020 / News

Deferrals of Super Lodgements and Payments

There are a number of things you can do if COVID-19 has affected your fund’s cash flow or your ability to fulfil your duties as trustee. Read more

COVID-19 / Superannuation

Apr 18, 2019 / News

Possible Abolition of Excess Franking Credits Refunds

With a Federal election due by the end of May this year, and the Coalition Party behind in the polls, the Labor Party’s (ALP) policy to abolish the refund of excess dividend franking credits for many taxpayers, including many SMSFs, is a topic of great interest. To help demystify the topic a little we have outlined the history of dividend franking in Australia and detailed the ALP’s proposal. Read more


Apr 18, 2019 / News

Unlisted Investment Valuations and Auditor Responsibilities

Our SMSF clients will be aware that the superannuation law requires SMSFs to be audited each year. This is an important aspect of the integrity of the SMSF system Read more


Apr 03, 2019 / News

Your guide as to what’s in the 2019 Budget

The Federal Budget for 2019-20 contains a number of tax and superannuation announcements affecting small and middle-market business owners. Please read our summary of the key measures announced, and what they will mean for you. Read more

Business Consulting / Superannuation / Taxation

Jan 30, 2019 / News

Transfer Balance Accounting Reporting

The Government has introduced, from 1 July 2017, of a dollar limit on the total amount that a member can transfer into “retirement phase”, the term used to describe pension accounts which are exempt from tax in the fund.. Read more


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