SMSF Services

Know Your SMSF Annual Obligations 3rd July 2017

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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ATO Update On Super Reform 20th April 2017

On the 22nd March, the ATO published three guidance notes, each explaining the change, what actions need to be done before 30 June 2017 and after 1 July 2017 and also practical examples how the changes will apply....

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New generation of SMSF investors likely to disrupt the industry 6th April 2017

The CommBank SMSF Report, released today, shows a new generation of SMSF investors is breaking the stereotype of the experienced and financially confident professional or entrepreneur who makes their own investment decisions. The research identifies four types of SMSF investors, each with their own distinct motives and decision-making preferences: Outsourcer, Coach Seeker, Self-Directed Investor and Controller....

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Proposed changes to superannuation reform legislation 5th April 2017

LRBAs to count towards members total superannuation balance and transfer balance cap....

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The $1.6 million transfer balance cap – what does it mean for you 16th March 2017

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament.  Amongst these changes is the introduction of a $1.6 million transfer balance cap which limits the tax exemption for assets funding superannuation pensions. ...

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Do the super changes affect you? 14th March 2017

The changes to the superannuation (super) system, announced by the Australian Government in the May 2016 Budget have now received Royal Assent....

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Australians Moving Overseas: SMSF Implications 28th February 2017

When members of an Australian self managed superannuation fund (SMSF) become non-residents for tax purposes, or temporarily leave Australia for an extended period, the SMSF runs the risk of losing specific tax concessions associated with being a complying fund....

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Contributions – what the changed concessional and non-concessional caps may mean for you 10th February 2017

With many of the changes announced in the 2016 Federal Budget now passed by Parliament, there is an amount of certainty that you can have when approaching your SMSF planning and the contributions you might wish to make to your SMSF....

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Starting an Income Stream from an SMSF: Case Study 6th February 2017

The ATO has prepared a case study discussing outcomes for three individuals who are all 60 years old and who want to start receiving an income stream from their self-managed superannuation fund (SMSF)....

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