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Super Strategy Series Part 4: Retirement Income Strategies for SMSFs – what to look out for

June 1, 2020

The ATO recently updated their guidelines around what constitutes a satisfactory investment strategy. Learn more about potential SMSF retirement strategies.


Super Strategy Series Part 3 - SMSF and property development - growing trends with growing dilemmas

May 5, 2020

Author: Jason Roccasalvo, Partner, TAG Financial Services Of recent times, we have seen an uptake in SMSF trustees enquiring about using their super to participate in property development. The ATO have recently clarified their stance on SMSF and property development in their bulletin SMSFRB 2020/1. The ATO have reinforced the position that they are concerned…

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Super Strategy Series Part 2 – Superannuation Tax Loophole: right or wrong?

April 14, 2020

By now I’m sure you have heard about the double dip and tax savings available using the COVID-19 “early release” access. They are essentially two strategies…