A range of additional legislative amendments as part of the introduction of the new superannuation measures from 1 July 2017 has meant that we have recently made updates to the pension commencement documentation and in particular, the Product Disclosure Statement (PDS) that accompanies these documents within our Campus platform. PDS for Pension Commencement The updated PDS…
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Significant changes with the super reforms from 1 July 2017 have impacted strategies and the treatment of partial commutations from a superannuation income stream. In this video, Aaron explains how these measures have been updated within the document templates available within the campus platform.
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With a federal election not far away and the Government now in ‘caretaker mode’, any outstanding Bills within Parliament have now dissolved. Given the level of activity over the past six months or more, it would be very easy to be confused about what has become law and what actually didn’t make. Therefore, we’ve provided…
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The recent case of Dawson v. Dawson once again shed light on the importance of following procedure in the event of a member’s death. Similar to the decision in Ioppolo’s case, we saw that the trustee was able to demonstrate continued compliance with the definition of a SMSF within a six month time period without…
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We’ve had a significant amount of interaction across our membership and users more broadly of the Smarter SMSF platform about the temporary use of digital signing around SMSF deeds, including for fund establishment, deed upgrades, change of trustees, LRBAs and more. In a previous blog post we explored the measures that provided temporary relief for…
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