We recently had the pleasure of being asked for comment in the Australian Financial Review on the topic of catch-up contributions. Read more here.
Interest rate increase on related party LRBA loans
n June each financial year, the ATO release updated interest rates for superannuation funds who have borrowed monies from related parties, to ensure the loan terms remain at arm’s length, commercial terms under the safe harbour guidelines of PCG 2016/5.
New Year Contribution Changes
The 2022-2023 year brings into effect new streamlined changes in contributions. Here is a refresher of the main changes and what’s ahead for contributions in FY2023.
What advice requires a Financial Services Licence?
Superannuation funds and pensions are considered “financial products” and any advice relating to these needs to be provided by a licensed financial planner. Michelle Griffiths outlines what areas of financial planning a licence is required.
SMSF death benefits: the key to avoiding conflicts of interest
In the absence of a valid death benefit nomination, a trustee can exercise their discretion in regards to the payment of the death benefits to beneficiaries. Find out the key to avoiding conflict of interest in these cases.
EOFY Action Checklist – Superannuation Trustees
Now is a great time for trustees to start planning and attending to matters requiring attention prior to 30 June. Here’s our checklist to make sure you don’t miss a thing!
Video: Sneak Preview of our Super Seminar Estate Planning session
How can you help your clients minimize the potential of disputes over their estate? Watch a sneak preview of our TAG Super Seminar video on this topic and find out more.
New super tricks for the election
The Coalition, on the weekend, unveiled their latest policy to encourage older Australians to downsize their homes.
Here’s what’s been announced.
Webinar Now Available: EOFY Super Strategies and 1 July changes
In this webinar, we will take you through the EOFY checklist and all the changes from 1 July.
Super fund residency rules – it’s complicated!
For people who have their own SMSF, there are many considerations that need to be taken into account when they are overseas for long periods of time. The most important of these is whether the fund will continue to meet the definition of an “Australian Superannuation Fund”.
6 most common issues with splitting super in a divorce
Whilst the overall divorce rate has decreased in Australia, there has been an increase in “grey” divorces. This leads to a higher super balance to be split. Let us take you through 6 common issues when this happens.
SuperSteam: not all smooth sailing for advisers
Six months into the use of SuperStream by SMSFs, there are still complications providing headaches for SMSF members and their advisers. Here’s what we’ve found.