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Kelly+Partners Blog

July 3, 2017

Super Reforms: The Transfer Balance Cap and Death Benefit Pensions

In February 2017, the ATO released Draft Law Companion Guideline LCG 2017/D3. This Draft Guideline deals with the treatment of superannuation death benefit income streams under the $1.6 million pension transfer balance cap from 1 July 2017.

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July 3, 2017

Know Your SMSF Annual Obligations

You have a number of obligations as an SMSF trustee, and harsh penalties may apply if you fail to meet them. Here's a checklist of important areas you'll need to take into account each year

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Category SMSF Services