News

Firms offering SMSF advice merge

April 13, 2022

Two firms offering SMSF and estate planning advice will merge to provide clients and advisers with greater scale and resources.

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ATO, Property

Valuation guidance confusing

April 12, 2022

Darin Tyson-Chan

The ATO’s guidance on SMSF property valuations is giving auditors no comfort from either a practical or compliance perspective.

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Contributions

Dual funds key part of recontribution strategy

April 12, 2022

Jason Spits

SMSF looking to cash out and recontribute funds to reduce the taxable component of their balance should use a second SMSF to park their tax-free savings.

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Trusts

Injected capital will trap testamentary trusts

April 12, 2022

Tia Thomas

SMSFs are neglecting to keep income sources separate when using a testamentary trust and may lose associated tax concessions.

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Contributions

Downsizer transcends contributions

April 11, 2022

Darin Tyson-Chan

The ability to put more money into a super fund is not the only advantage SMSF members can enjoy from using the downsizer contribution provisions.

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Contributions

Rule changes a nirvana for members

April 11, 2022

Jason Spits

A range of contribution rule changes has created an ideal situation for super fund members, but the correct implementation order needs to be followed to maximise the benefits.

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Succession Planning