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December 19, 2019

An SMSF trustee duty not to be forgotten: The Investment Strategy

The majority of people who set up their own SMSF say that “control” is a big reason for doing it. There is flexibility and benefits in […]
December 10, 2019

LRBA amounts now included in TSB calculation

The calculation of an individual’s total superannuation balance (TSB) will now include, in certain circumstances, the outstanding LRBA amount attributable to each member’s interest where the […]
November 25, 2019

Super downsizer scheme common errors

The super downsizer scheme started on 1 July 2018 and has allowed older Australians to sell their homes and contribute up to $300,000 of the proceeds from […]
November 4, 2019

SMSF contribution paid this year, but you want to allocate to it next year

The ATO has in place a ruling that can allow a superannuation contribution to an accumulation account made in one financial year to be deemed to […]