Work 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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GST and SMSFs

Goods and services tax (GST) is a tax of 10% on goods and services sold within Australia. GST is included in the price charged for

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Non-Arm’s Length Expenditure

Over time tax law has evolved to disincentivise certain income from being diverted into SMSFs or to discourage trustees from engaging in certain practices to

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Retirement Phase Lump Sum Withdrawals

Proper planning should be undertaken and consideration given to how personal withdrawals are treated each year. Depending on your circumstances and available balances, personal withdrawals

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UK Pension Schemes

The relationship between Australian superannuation funds and UK pension schemes has been a complicated one for a number of years. Legislative changes in both jurisdictions

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