With Treasury Laws Amendment (2018 Measures No. 4) Bill 2018 finally passing the Senate late in 2018, it required further amendments to be passed by the House of Representatives before this ‘fix’ would apply to allow for certain reversionary pensions to continue or move into the retirement phase. Importantly, we have now seen this legislation on…
Details
We are seeing first hand the devastating effects from the coronavirus pandemic and its impact on business generally. Whilst some have thrived (e.g. think supermarkets), many have closed their doors due to Government intervention to stop the spread of this virus. This has resulted in many businesses, not only standing down staff but also wondering…
Details
We are excited to release the new CSV import function on the new Smarter SMSF platform to complete various document orders from data that you have either exported from an external software system (e.g. Xero, xplan) or used the smarter .csv template to populated manually. The CSV import allows you to add client data to…
Details
Earlier in 2019 against the backdrop of an election, there were a range of measures impacting SMSFs and superannuation more broadly that we on a knife’s edge as to whether they would proceed – refer to our blog post ‘Super measures – what made it and what didn’t’ to read further. With the Coalition re-instated…
Details
The benefit of hindsight is a wonderful thing, in particular when it came to the way many practitioners dealt with the payment of income streams for their SMSF clients. Before 1 July 2017, where a member was 60 years or over, it really didn’t matter how the benefit payments were paid as the pension was…
Details