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ATO expands timeframe for SMSF wind-up rollover relief

ComplianceBy Tim MillerApril 3, 2023Leave a comment

Whilst many within the SMSF sector have the occasional and often necessary grumble at the pain points experienced when trying to do rollovers via SuperStream , mandatory for an SMSF since 1 October 2021, recent concessions by the ATO highlight that the Regulator is both willing and able to act when approached directly about impractical…

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Importance of SMSF pension documents

Documents, WebinarBy Aaron DunnMarch 29, 2023Leave a comment

 There’s a growing importance and complexity that comes with SMSF pension documents.  For many practitioners, there’s a continued reliance on your SMSF software to prepare pension documents, which raises a number of risks and important considerations. You can watch this recent webinar, where Aaron Dunn unpacks many of the issues in comparing standard SMSF…

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Wrap-up of the SMSF Day events 2023

smsf day, Training & EventsBy Aaron DunnMarch 28, 2023Leave a comment

It’s been a lot fun getting out on the road, travelling around Australia for our showcase full day CPD training events, the SMSF Day 2023. For the first time, our events had brought together CEO, Aaron Dunn, with our new SMSF Technical & Education Manager, Tim Miller.  In reviewing the feedback from attendees so far,…

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How Labor’s tax on high super balances intends to work

Federal Budget, GovernmentBy Aaron DunnMarch 2, 20231 Comment

After announcing the proposed measures to introduce an additional 15% tax rate on fund earnings for member’s with a total super balance (TSB) above $3 million, it didn’t take too long for Treasury to provide guidance on how these rules intend to work.  As part of the Treasurer’s announcement, a fact sheet was released that…

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Labor moves on changing the tax break for large super balances

Federal Budget, GovernmentBy Aaron DunnMarch 1, 20232 Comments

The decision by Labor to announce a change to tax concessions within super was hardly a surprise, and so was the mechanism they propose to deliver this outcome.  A hard cap of $3 million was never going to work, so the only logical step was to introduce a higher earnings tax on member benefits above…

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Recent Posts
  • Smarter SMSF updates – 1 July 2025
  • ASIC fees from 1 July 2025
  • Wrap up of the SMSF Day 2025 events
  • Government provides green light for commutation of asset test exempt legacy pensions
  • Smarter SMSF launches new Legacy Pension Hub to assist with regulatory changes
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      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
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      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
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