ATO releases new trustee guide on SMSF windups
The Tax Office has released its latest lifecycle guide for SMSFs which provides information on how to wind up an SMSF correctly. As part of
ATO quarterly statistical report
The total value of SMSF assets has climbed to $892 billion during the 12 months to March, according to the latest ATO statistics. The ATO’s
SMSF landlords reminded of allowable claims
SMSF trustees can claim tax on repairs to rental investment homes held within a fund provided such repairs are not classified as improvements, the ATO
Younger trustees driving establishments
SMSF trustees aged below 50 have shown a strong interest in gaining control of their retirement savings, leading to an upturn in the total number
What the new super rules mean for those aged 67-75
For self-managed super fund trustees, July 1 will usher in a new era. For the first time, individuals aged between 67 and 75 will no
Why poor SMSF planning will leave less for your heirs
A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift. For self-managed super funds, now numbering around 600,000 and
Stocks, crypto and property a big focus for younger SMSF investors
Millennials and Generation Z SMSF investors are mainly focused on investing in stocks, property and cryptocurrency, according to a survey by a social investing network.
Planning your exit: A guide to SMSF succession planning — Part 2
This article is part of a series of articles on SMSF succession planning. In Part 2 of the series we examine the tax considerations that
