Newsletters

Three-year SMSF audit cycle proposal raises questions

Will the changes be in trustees’ best interests?

To be, or not to be. Actually, when to TBAR. That is the question.

Alas, after navigating through the June 2017 reforms; transfer balance caps, CGT relief, new contribution caps and total superannuation balances, it is time to take arms against a new sea of troubles…

The Paper Trail

SMSF Record Keeping. Good practices to help audits run smoothly.

Breaking up is hard to do: why an SMSF Trust Deed is so important

Relationship breakdowns and major life changes can seriously impact an SMSF.

TRIS in the post July 2017 world… Traps, Tricks and Tips

The July 2017 reforms brought with it significant changes to treatment of Transition to Retirement Income Streams (TRIS) within the SIS and Income Taxation regulations.

Go Go Gadget Arms: keeping SMSF transactions at arm’s length

Making sure there’s no conflict of interest

ATO aims its blasters at SMSF auditor independence targets in 2017-18

Referral sources of audits and discrepancies in the valuation of assets are in the ATO’s sights

ATO provides solution for commutation of Death Benefit Pension back to Accumulation Phase.

We recently published a blog highlighting potential problems with members receiving death benefit pensions and the interaction with the transfer balance cap...

News Flash 2017 SMSF Tax Return Released

Are you excited about the New LRBA disclosure?

Newsletters

Three-year SMSF audit cycle proposal raises questions

To be, or not to be. Actually, when to TBAR. That is the question.

The Paper Trail

Breaking up is hard to do: why an SMSF Trust Deed is so important

TRIS in the post July 2017 world… Traps, Tricks and Tips

Go Go Gadget Arms: keeping SMSF transactions at arm’s length

ATO aims its blasters at SMSF auditor independence targets in 2017-18

ATO provides solution for commutation of Death Benefit Pension back to Accumulation Phase.

*News Flash* 2017 SMSF Tax Return Released

Get the latest SMSF audit news straight to your inbox.

News Flash 2017 SMSF Tax Return Released