SMSFs and in-house asset – inclusions, exceptions, and restrictions
In-house assets are synonymous with SMSFs; however, they still appear to be shrouded in mystery given they represent over a quarter of all SMSF compliance
Read MoreSMSFs acquiring assets from a related party
SMSF trustees are prohibited from acquiring assets from a related party of the fund unless the asset is one that meets the exceptions maintained within
Read MoreWebinar – How indexation impacts strategic considerations
Since the introduction of the transfer balance cap we have seen the general cap be indexed on two occasions with an expectation that it will
Read MoreWebinar – 2024 year in review
2024 has been a significant year for SMSFs with a number of long outstanding matters brought to a close, only to open up new issues for us
Read MoreWebinar – Asset segregation and ECPI in an SMSF
Self-managed super funds are subject to special rules when it comes to being able to segregate assets to support a pension for income tax purposes, however, this
Read MoreWebinar – Commencing and ceasing a pension in an SMSF
In June 2024 the ATO finalised their update of their 2013 Taxation Ruling ‘TR 2013/5 Income tax: when a superannuation income stream commences and ceases’. This
Read MoreWebinar – A guide to SMSF investment strategies
SMSF trustees have a requirement to regularly review their fund’s investment strategy and there is no doubt that this regulatory obligation is coming more and
Read MoreWebinar – Insurance, Transfer Balance Caps & Div 296
SMSF Trustees are required as part of their investment strategy to consider holding insurance for fund members. Insurance policies are a form of investment that
Read MoreSuperGuardian Webinar: A walk-though for Advisers on 11th April 2024
Would you like an introduction to the SuperGuardian solution or a refresher on how our solution works? Register below for one of our virtual guided
Read MoreWebinar – The SMSF winding up window is always open
Winding up is not a decision SMSF trustees should be making in June, unless they’re giving themselves 12 months to wind up a fund. There are numerous considerations
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