Access our resources for SMSFs, including calculators, recordings and webinars, and easy-to-understand articles explaining current SMSF technical topics.

When is an Actuarial Certificate not required?

The concept of when an Actuarial Certificate is not required might seem simple and obvious however just like most things in the SMSF industry there ...
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What is the Bring-Forward Arrangement and how does it work?

Are you looking for a way to add a large sum of money into your SMSF without any tax implications? Well, taking advantage of the ...
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Why is everyone talking about Non-Arm’s Length Expenses?

There has been a lot of chatter about non-arm's length expenses in the industry lately and sometimes it is hard to keep up with it ...
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The Beginners Guide to Actuarial Certificates

Are you confused about what an actuarial certificate is and how it is calculated? Let us skip the technical lingo and break it down for ...
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A Quick Guide to the proposed $3 million ‘Super Tax’

Can't be bothered reading the 16-page consultation paper on the proposed $3 million super tax? Let our quick guide catch you up to speed on ...
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filing folders in computer

Deemed Segregation is Now a Choice

SMSFs that have deemed segregated periods during a given financial year will now be able to choose whether to keep those periods as Segregated or ...
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Draft Legislation

Draft Legislation for ECPI changes: everything you need to know

The Australian Government have released further details regarding proposed changes to claiming Exempt Current Pension Income (ECPI) which will attempt to reduce complexity and associated ...
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taking down notes

Legislative Update: ECPI changes delayed

The Government have announced that they will be deferring the proposed Exempt Current Pension Income (ECPI) changes, announced in last year's Federal Budget, until 1 ...
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2020 pension

Changes to minimum pension payments for 2019/20 and 2020/21

Last week the Government announced a range of economic stimulus measures in response to COVID-19. These changes include amending the minimum payment amounts for account-based ...
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blue question mark

Ability To Claim ECPI When The Minimum Pension Standards Have Not Been Met

Another financial year has been and gone and you've only just realised that an Account Based Pension has not met the Minimum Pension Standards. Sound ...
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