Federal BudgetIncome Streams Draft regulations released for SMSF legacy pension conversions September 17, 2024
Federal BudgetGovernment Quite budget night will lead to bigger focus of super at next election May 15, 2024
Estate PlanningIncome Streams Episode 25 – SMSF considerations with a young member’s death March 20, 2024
ContributionsInvestments Episode 24 – In-specie transfer of BRP and CGT cap interaction March 14, 2024
smsf dayTraining & Events A smarter wrap-up of the SMSF Association National Conference 2024 February 26, 2024
CoursesUpdates Complimentary SMSF Association Membership offer with Smarter SMSF courses December 18, 2023
DocumentsInvestmentsWebinar Current state of play with SMSF investment strategies – Webinar November 24, 2023
Federal BudgetGovernmentIncome StreamsTotal Superannuation Balance Double taxed earnings? October 4, 2023
Federal BudgetGovernmentIncome StreamsTotal Superannuation Balance Better targeted or technically flawed? October 4, 2023
Fund establishmentLegal Government passes technology neutrality laws for the Corporations Act September 6, 2023
Income StreamsTotal Superannuation Balance Indexing your personal pension cap – calculators ready? June 29, 2023
Federal BudgetGovernment Treasury release consultation paper on $3.0m threshold targeted tax concessions April 5, 2023
Federal BudgetGovernment Labor moves on changing the tax break for large super balances March 1, 2023
ContributionsIncome Streamssmsf dayTotal Superannuation BalanceWebinar Aaron’s Top 5 SMSF strategies for 2023 February 1, 2023
ComplianceTraining & EventsWebinar A smarter range of CPD solutions – Webinar-2022-11 December 1, 2022
ComplianceGovernment ATO extends relief on NALI provisions for non-arm’s length expenditure June 13, 2022
ComplianceIncome Streams ATO guidance provides very little wriggle room in breaches of payment standards March 13, 2022
ContributionsFederal Budget Final piece to new contribution rules puzzle is now resolved March 7, 2022
ContributionsFederal BudgetIncome Streams Key budget measures pass parliament to become law February 14, 2022
Training & EventsWebinar Needs improvement Grow your knowledge with the SMSF foundations course January 6, 2022
ComplianceIncome Streams ATO considering SMSFs moving to single TBAR reporting framework November 28, 2021
ComplianceContributionsFederal BudgetIncome Streams Government moves on budget super changes October 28, 2021
GovernmentIncome Streams Government decides against retirement income covenant for SMSFs September 27, 2021
ComplianceCOVID-19Government New COVID Rent Relief for Commercial Tenants in Victoria August 15, 2021
Income Streams GIGO – the challenge for SMSFs with personal transfer balance cap information July 10, 2021
ComplianceContributionsFederal BudgetGovernment Change ahead as 6 member SMSFs are set to become law June 17, 2021
COVID-19GovernmentIncome Streams Government extends 50% temporary minimum pension to 30 June 2022 May 29, 2021
ContributionsFederal BudgetGovernmentIncome Streams Webinar: How did SMSFs fare in the Federal Budget May 15, 2021
ComplianceGovernmentsmsf dayWebinar Watch Aaron’s top 5 insights to focus on for SMSFs in 2021 February 5, 2021
ContributionsIncome StreamsTotal Superannuation Balance Transfer balance cap increase from 1 July 2021 January 28, 2021
GovernmentIncome Streams Government to fix commutation rules for market linked pensions January 6, 2021
ComplianceContributionsDocumentsFederal BudgetGovernment Legislative stock take at the end of 2020 December 22, 2020
AuditComplianceInvestments ATO demands better evidence to support property valuations October 19, 2020
ComplianceDocumentsInvestments Update to investment strategy for heavy asset concentration risk August 18, 2020
ComplianceCOVID-19Documents Government extends relief for electronic document execution August 2, 2020
ComplianceCOVID-19Documents Temporary relief provides pathway for electronic signing of SMSF deeds May 14, 2020
ComplianceCOVID-19DocumentsGovernmentInvestments How will SMSF auditors deal with COVID-19 relief? April 30, 2020
ComplianceCOVID-19Government Impact of the mandatory Code of Conduct for commercial properties April 15, 2020
COVID-19GovernmentIncome Streams Market Linked Pensions and the temporary pension reduction March 25, 2020
COVID-19GovernmentIncome Streams Why you need to take action on the reduced minimum pension now! March 23, 2020
COVID-19GovernmentIncome Streams COVID19 Super Measures: Changes to the social security deeming rates March 22, 2020
COVID-19GovernmentIncome Streams COVID-19 Super Measures: Temporary drawdown reduction for income streams March 22, 2020
COVID-19Federal BudgetGovernmentIncome Streams COVID-19 Super Measures: Temporary early release of superannuation March 22, 2020
DocumentsFeaturesInvestments Choice of asset range now available within investment strategy March 4, 2020
DocumentsInvestments Simple + Smart – Order an investment strategy within Simple Fund 360 February 5, 2020
Training & EventsUpdatesWebinar Smarter SMSF appointed as an SMSF Association Accredited Educator January 30, 2020
ContributionsIncome StreamsTotal Superannuation Balance No indexation for the transfer balance cap (for now) January 30, 2020
ContributionsTotal Superannuation Balance Once indexation arrives, let the fun begin December 2, 2019
ComplianceInvestments ATO’s investment strategy approach… overblown or a chance to step up? October 27, 2019
AuditComplianceInvestmentsWebinar Who does the NALI transitional compliance apply to? October 20, 2019
Estate PlanningIncome Streams Failing to meet the minimum for a reversionary income stream? August 27, 2019
ComplianceInvestments ATO focusing in on SMSFs with single asset investment strategies August 15, 2019
Income StreamsInvestmentsTotal Superannuation Balance Valuation guidelines for starting a pension May 29, 2019
ContributionsTotal Superannuation Balance Contribution splitting with unused concessional contributions May 27, 2019
ContributionsFederal BudgetIncome StreamsLRBA Super measures – what made it and what didn’t? May 1, 2019
ContributionsFederal BudgetIncome Streams Budget delivers small super changes ahead of federal election April 2, 2019
ContributionsFederal BudgetLRBA Where might super be heading with a Labor Government? February 3, 2019
Estate PlanningIncome Streams Re-think required with your SMSF client’s annual pension obligations December 13, 2018
ContributionsFederal BudgetIncome StreamsTotal Superannuation Balance Where to from here? Legislation in limbo at the end of 2018 December 12, 2018
Income Streams How well have you structured reversionary pensions under the super reforms? December 6, 2018
Estate PlanningIncome Streams Government announces technical tinkering for Market Linked Pension and Death Benefit Rollovers October 31, 2018
Income StreamsTotal Superannuation Balance SMSFs to provide an accumulation phase value in certain circumstances June 15, 2018
Income Streams ATO SMSF News Alert – advice for funds where members have a market linked pension June 15, 2018
Podcast Episode 32 – My key takeaways from the 2018 SMSF Association National Conference February 19, 2018
A Christmas message with some interesting stats and details of a new chapter in 2018 December 20, 2017
Income StreamsPodcast Episode 26 – CGT relief: segregated method and adopting the proportionate approach November 28, 2017
Income StreamsPodcast Episode 23 –Issues and opportunities with a member’s Total Superannuation Balance October 24, 2017
