Preparing your self-managed super fund for the end of financial year
As the end of the financial year (EOFY) approaches, it is crucial to ensure your self-managed superannuation fund (SMSF) is in order.
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
As the end of the financial year (EOFY) approaches, it is crucial to ensure your self-managed superannuation fund (SMSF) is in order.
When someone dies, many beneficiaries want to know what happens to outstanding debt, whether it comes out of the estate, who pays it and ...
Treasurer Jim Chalmers’ proposed Division 296 super tax is reckless, short-sighted and dangerous precedent that will devastate Australia's ...
For someone impacted by the extra tax on those with more than $3 million in super (known as Division 296 tax), it’s not necessarily smart to ...
This week's announcement by Treasurer Jim Chalmers that the government has no plans to alter the rules surrounding LRBAs for SMSFs should ...
Self-managed super funds (SMSFs) have become an increasingly prominent force in Australia’s multi-trillion dollar retirement market, but ...
The Australian Taxation Office (ATO) sets out its view in Taxation Ruling TR 94/8 and Private Binding Ruling 1051832733348 of 2021, which ...
Our recent article on the proposed Division 296 tax has sparked some discussions, particularly as to whether benefits should be taken out ...
Accurate asset valuations are a requirement for compliant and effective SMSF management. Not only does it ensure members have a clear ...
In the SMSF world, where a reg 13.22c entity can only invest in business real property and cash, can an investment in a partnership comply ...