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

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 ...
Read More →

Are full accumulation periods 100% taxable?

Q: I have a fund that starts off the year in full accumulation phase and then moves into full retirement phase on 1 January 2023. ...
Read More →

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 ...
Read More →

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 ...
Read More →
man holding a puzzle piece

Is your SMSF eligible to use the segregated method?

Using the unsegregated or segregated method for the purpose of claiming Exempt Current Pension Income (ECPI) will no longer be a choice for some SMSFs. ...
Read More →
purple calculator

Calculating the deductibility of general expenses

For SMSFs that incur general expenses from assets gaining or producing both Exempt Current Pension Income (ECPI) and assessable income in a given financial year, ...
Read More →
man doing calculations on chalkboard

Calculating Deductions for General Expenses

For SMSFs that incur general expenses from assets gaining or producing both Exempt Current Pension Income (ECPI) and assessable income in a given financial year, ...
Read More →
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 ...
Read More →
man in suit holding cash

Maximising Exempt Current Pension Income (ECPI)

With a new financial year just beginning, there is no better time to start thinking about strategies to maximise Exempt Current Pension Income (ECPI) than ...
Read More →