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Self Managed Superannuation

Estate Planning & Ensuring your Peace of Mind

Friday February 26 2021
Estate planning is a subject that we don't like to think about but in its simplest form it is just about ensuring peace of mind. It is about making sure that the investments you make now...

Downsizer Contributions and a Part Disposal

Tuesday December 08 2020
Recently administrative binding advice from the ATO confirmed that a part disposal of a home can be used for downsizer contributions.   The administrative binding advice means that a person can...

Is your SMSF Investment Strategy ATO Compliant

Wednesday August 19 2020
The Superannuation law requires that Trustees of all SMSF's formulate an investment strategy, regularly review that strategy, and give effect to the strategy whilst administering their SMSF. ...

Year End SMSF Matters

Thursday June 25 2020
As we approach the end of another financial year there are some housekeeping matters to be attended to:ContributionsIf your fund is receiving contributions from your personal funds or your own...

Providing Support for Retirees

Thursday March 26 2020
The Government is helping retirees to manage the impact of the fluctuations in the share market on their superannuation balances by temporarily reducing the minimum pension drawdown requirements.The...


Wednesday February 12 2020
  In line with the ATO�s focus on ensuring people�s super remains secure it has announced it will send out an email and/or a text message via an SMS when changes are made to the details of an...

Proposed Residency Rules as issued by the Board of Taxation

Wednesday February 05 2020
In March 2019 the Board of Taxation delivered to the Treasurer it�s preferred model for simplifying the rules around the determination of individual residency.   The proposed rules aim to...