
Investment segregation in an SMSF explained
When advisers hear the word ‘segregation’ in an SMSF context, they typically think of segregation for tax purposes. Broadly, this type of segregation involves calculating

Tax Office gears up for 6-member SMSF bill
The ATO has flagged that if the bill to increase the number of members allowed in an SMSF is passed before 1 July next year,

6-member SMSF bill introduced into Parliament
A measure from the 2018–19 budget to increase the number of members allowed in an SMSF from four to six has been reintroduced into Parliament,

Control still key driver for SMSFs
The ability to have personal control over superannuation investments has remained the key driver behind the establishment of SMSFs and concerns they were being used

Changes to your super
The recent change to change to the work test for making contributions to superannuation to age 67 has certainly raised issues with clients making contributions

Important eligibility condition flagged for early release of super
SMSF clients that have been unemployed for a number of years may be eligible for early release of super, but it is vital they are

Lesser known change, and an unfortunate delay, leave their mark
There were several important bills passed during the June 2020 parliamentary sitting, none more so than the bill that provides a much needed 12 months

SMSF liquidity lessons learned from the pandemic
Sometimes it’s true that you don’t know what you’ve got until it’s gone. There will be many lessons learned from this coronavirus pandemic and its