SMSFs Articles

Showing 1 to 10 of 17 articles:
Juston Jirwander
JUSTON JIRWANDER  |  FRIDAY, 24 MAY 2024
This paper examines the strategic reasoning behind their inclination towards SMSFs, incorporating insights from the ATO guidelines and relevant financial literature. Read more
Stuart Sheary
STUART SHEARY  |  FRIDAY, 3 MAY 2024
This paper outlines some of the essential aspects to help effectively navigate the process of making personal deductible contributions (PDCs) into superannuation funds. Read more
Shelley Banton
SHELLEY BANTON  |  FRIDAY, 2 FEB 2024
While it might appear straightforward, attention to detail is the key to owning SMSF assets. With Regulation 4.09A of the Superannuation Industry (Supervision) Regulations 1994 now one of the most reported breaches to the Australian Taxation Office ... Read more
Rebecca Edwards
CATHERINE NUFER-BARR , REBECCA EDWARDS  |  FRIDAY, 22 SEP 2023
In this paper the current requirements for the SMSF residency test will be explored. Read more
Hayley Condon
HAYLEY CONDON  |  FRIDAY, 11 AUG 2023
Growing risks in trustee discretion and conflicts of interest are continuously seen for self-managed superannuation funds (SMSFs) and estate dispute trends, with advisers needing to become increasingly wary of changing litigation risks to protect assets ... Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 26 MAY 2023
One of the main reasons to have a self-managed superannuation fund (SMSF) is the flexibility it provides with investments. Read more
Angela Harry
ANGELA HARRY  |  FRIDAY, 31 MAR 2023
When setting up a self-managed superannuation fund (SMSF), the focus is usually on how to best structure the fund's investments in a tax-effective manner to maximise the benefits for retirement. Read more
Meg Heffron
MEG HEFFRON  |  FRIDAY, 10 MAR 2023
In 2021, some important changes were made to the rules governing how self-managed superannuation funds (SMSFs) paying retirement phase pensions calculate the amount of their investment income that is exempt from taxation - known as their exempt current ... Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 18 NOV 2022
This paper covers the role trustees play in paying superannuation death benefits on a member's death. Read more
Craig Leonard
CRAIG LEONARD  |  FRIDAY, 16 SEP 2022
With the property market cooling, the stock market dropping, 'crypto' imploding, and the Australian dollar losing ground against the US dollar, it is no surprise that people are looking elsewhere for some type of investment return to grow wealth. Read more
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