Creating a contribution strategy playbook – workshop
This interactive workshop will provide attendees with direct access to one of Australia’s leading SMSF educators. Over the course of 3 hours Tim Miller will
Read MoreUnderstanding SMSF Expenses
SMSFs inevitably incur expenses during their operating life. It is important to understand that of the expenses incurred, not all are able to be claimed
Read MoreApportioning SMSF Expenses
Where an SMSF has retirement phase pension accounts and accumulation accounts there may be a need to apportion expenses to determine the deductible component. This
Read MoreUnsegregated SMSFs and Actuarial Requirements
As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current Pension income (ECPI). However, there are instances where
Read MoreSegregating Assets in SMSF
SMSFs can use segregation to separate the assets of the fund for several reasons. It can be done to separate the assets between accumulation phase
Read MoreThe 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
Fact Find: The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member contribution reporting; and also enables
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
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