The winners and losers of an indexed transfer balance cap
SG Blog: From 1 July 2021 the Transfer Balance Cap will be indexed to $1.7 million, which is great news for any individual who hasn’t
Read MoreImplications of Late lodgement of your SMSF Annual Return
The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member contribution reporting; and also enables trustees to
Read More2021 Annual Trustee Plan
It’s the New Year – time for new resolutions and planning the year ahead. For SMSF trustees, reviewing your fund’s investment strategy and individual investments
Read MoreAlternate Trustees for SMSFs
It is generally well understood that each member of an SMSF must be an individual trustee or a director of the corporate trustee. Further, if
Read MoreWork Test Exemption
Depending on a member’s age, the work test is a key test to be contemplated when making contributions to an SMSF, and SMSF trustees must
Read MoreReversionary Pensions
A member’s estate planning objectives should be taken into account when commencing any new pension. If a member has a pension account with a reversionary
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