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Mar 21, 2024 / News

Primary Production Property held in a Self-Managed Superannuation Fund (SMSF), is it worth it?

Self-Managed Superannuation Funds (SMSF) are governed by the Superannuation Industry Supervision (SIS) rules through the Australian Taxation Office (ATO). An audit must be undertaken every year by an ATO-registered superannuation fund auditor who reports any breaches of the SIS Act on an annual basis. Read more

Self Managed Superannuation Fund / SMSF / Superannuation / Superannuation Strategies / Wine Industry


Aug 14, 2023 / News

How to boost your super with a lump sum

If you’re lucky enough to have received a windfall, perhaps an inheritance or a redundancy payout, your first decision will be what to do with it. Read more

Superannuation / Superannuation Contributions / Tax & Superannuation


Jul 14, 2023 / News

Managing the costs of raising children

It is a special feeling to welcome a new child or grandchild into the world and watch them grow. Sharing their joy as they reach new milestones is priceless. Having a financial strategy in place to cover the costs and taking advantage of government support where available can make a big difference. Read more

Financial Planning / Preparing Financially For A Family / Superannuation


Jul 14, 2023 / News

Will these super changes affect you?

As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Here we outline the latest changes in case they affect you. Read more

Financial Planning / Superannuation / Tax and Superannuation


Jun 07, 2023 / News

Additional tax on super balances over $3 million

The Budget confirms the Federal Government’s intention to introduce an additional 15% tax on a proportion of the super “earnings” of a member where the member’s total super balance is greater than $3m at the end of a financial year. Read more

Superannuation / Superannuation Newsletter Edition 17


Jun 07, 2023 / News

Federal Budget Announcements 2023

The Federal Treasurer, Dr Jim Chalmers, brought down the 2023-24 Federal Budget on 9 May. In this issue we look at three announcements which directly affect our superannuation clients. Read more

Federal Budget / Superannuation


Jun 02, 2023 / News

Ensuring you are in the best possible tax health by 30 June 2023

With 30 June approaching, this article draws your attention to year-end tax planning strategies and compliance issues you need to consider to ensure you are in the best possible tax health. Read more

Business Consulting / Superannuation / Taxation


Mar 16, 2023 / News

Crypto Assets in Super Funds

SMSF trustees may be attracted to the idea of including crypto assets in their funds’ investment portfolios. There are a number of critical issues to be aware of. Read more

Superannuation


Mar 16, 2023 / News

NALE Consultation Paper Released

After years of lobbying from interested parties, Federal Treasury has finally produced a proposed solution to the knotty problem of non-arm’s length general expenses in super funds. But the proposal seems to punish SMSFs and give large APRA funds a free pass. Read more

Superannuation


Mar 16, 2023 / News

Estate Planning in SMSFs

A person’s superannuation balance is often one of their largest assets. There are a number of matters relating to superannuation that should be addressed in any estate planning. Read more

Superannuation


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