administrator

April 11, 2024

Fund rules intended to prevent excess contributions tax

Issues concerning the rules in some funds, designed to prevent excess contributions tax (ECT). Determining whether a payment is a contribution If a trustee of a […]
April 4, 2024

Valuing fund assets correctly for the SMSF annual return

Every year you need to value your SMSFs assets and provide supporting evidence to your auditor. A key responsibility self-managed super fund (SMSF) trustees have every […]
March 26, 2024

SMSF client to agent linking

Client-to-agent linking applies to all types of entities with an ABN, including SMSFs. For new SMSFs using a tax agent, you can link to your agent by lodging […]
March 14, 2024

SMSFs investing in property

Important rules to understand before considering buying property using your self-managed super fund. If you’re considering buying property using your self-managed super fund (SMSF) it’s important […]