Life’s curveballs can send trusteeship of a SMSF into a tailspin. Death, divorce, incapacity, or just a strategic switch – do you understand the changes required to remain a complying SMSF? The only constant in life is change, and SMSF trusteeship isn’t immune. In this webinar recording, we dive into the whirlwind of trusteeship…
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This Monday, 20 April 2020 starts the process for many individuals looking to apply for an early release of super on compassionate grounds due to the coronavirus. This process requires individuals to determine eligibility and self-certifying in the application process – it does not require evidence to accompany the application, but does require the individual…
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The recent case of Dawson v Dawson [2019] NSWSC 826 recently handed down by the New South Wales Supreme court serves as a solemn reminder of what can go wrong when families, particularly blended families, with SMSFs, are in conflict with incomplete documentation. In this blogpost, we explore the circumstances of the case and what…
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SMSF investment strategies remain an ongoing focus of the annual compliance requirements, with many auditors and the regulator paying much closer attention to trustees adhering with the requirements set out in SIS Regulation 4.09. In this webinar recording, Aaron Dunn – CEO of Smarter SMSF explores the current state of play with SMSF investment…
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The government has announced today (22 March) the second round of measures as part of its economic response to the coronavirus. This includes a range of measures that have a direct impact on superannuation, which includes: Temporary early release of superannuation Temporarily reducing super minimum pension drawdown rates Reducing social security deeming rates This blog…
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