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Property and my SMSF

Property and my SMSF

Directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it’s an important and significant part of a diversified portfolio.  There are numerous strategies and ways for property to form part of an SMSF’s...

Franking credits and your SMSF

Franking credits and your SMSF

Most SMSF members will have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian...

Government delivers SMSF friendly 2018-19 Federal Budget

Government delivers SMSF friendly 2018-19 Federal Budget

An SMSF friendly budget is the good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes which took effect from 1 July 2017, this Federal Budget will provide much needed stability...

New reporting requirements for superannuation pensions

New reporting requirements for superannuation pensions

With the new super rules beginning on 1 July 2017, your requirement to report information about your SMSF and the pensions it pays you and other fund members may be changing. This is driven by the introduction of the new $1.6 million transfer balance cap which limits...

Superannuation death benefits – review succession plans

Superannuation death benefits – review succession plans

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament with the majority of reforms taking effect on 1 July 2017. One significant change relates to the introduction of the transfer balance cap and the limit this imposes on...

Outlook for the SMSF sector

Outlook for the SMSF sector

The self-managed superannuation fund (SMSF) sector has established itself as an important and enduring part of the Australian superannuation system with over 1.1 million Australians choosing to use an SMSF to manage their retirement savings. This article provides an...

SMSF year end planning for the 2016/17 financial year

SMSF year end planning for the 2016/17 financial year

The end of the financial year always seems to crop up faster than it should.  Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been. This year it is essential that you consider...

Contributions Cap Changes – how will they effect you?

Contributions Cap Changes – how will they effect you?

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. The Government is lowering both the...

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    AUSTRALIA

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