SMSF Newsletters
SMSF Newsletter Spring 2020
SMSF’s – Looking to the future
ATO Update
Trustee Q & A
SMSF Newsletter Winter 2020
ATO Flags concern with Covid 19
Recent changes for SMSF’s
Pension Planning
SMSF Newsletter Autumn 2020
Covid 19 and SMSF’s
ATO Update
Key Dates and Announcements
SMSF Newsletter Summer 2020
Arm’s Length Transactions
ATO Update
Trustee Q & A
SMSF Newsletter Spring 2019
The Investment Strategy
ATO Update
Trustee Q & A
SMSF Newsletter Winter 2019
New Contribution Rules
ATO Update
Trustee Q & A
SMSF Newsletter Autumn 2019
Year-End Planning
30 June 2019 is a Sunday
Trustee Q & A
SMSF Newsletter Summer 2019
Labor’s proposed super policies
How much super is enough
Trustee Q & A
SMSF Newsletter Spring 2018
Planning – Rebalancing Super
Super Reforms – Report
Trustee Q & A
SMSF Newsletter Winter 2018
SMSF Reporting changes
SMSF Share Trading Insights
Trustee Q & A
SMSF Newsletter Autumn 2018
Proposed Changes to Dividends
Longevity Risk – Report
Trustee Q & A
SMSF Newsletter Summer 2018
Downsizer Contributions
First Home Savers
Trustee Q & A
SMSF Newsletter Spring 2017
SMSF Reporting Changes
Latest Retirement Insights
Trustee Q & A
SMSF Newsletter Winter 2017
Personal contributions to super
2017 – 2018 Federal Budget Update
Trustee Q & A
SMSF Newsletter Autumn 2017
Death pension – new rules
Updating SMSF documents
Trustee Q & A
SMSF Newsletter Summer 2017
Planning for the Super Changes
‘Elder Abuse’ Enquiry
Trustee Q & A
December
Superannuation amendments now law
Most changes to apply from 1 July 2017
CGT relief may apply to existing pensions
November
Social security to affect Age Pension recipients
Update on the progress of the superannuation reforms
ATO encourages SMSFs to come clean
Recent research into spending patterns of retirees
October
$500,000 Lifetime cap scrapped
New non-concessional limits apply from 1 July 2015
Changes for 65 – 74 year olds abolished
September
Dealing with superannuation on death
Problems of exceeding the 10% cap on a TRIS
ATO comments on rise in scammers
Q & A – benefits of corporate trustee
August
ATO uses technology to monitor SMSF trustees
Small business SuperStream reprieve
Dealing with the annual SMSF audit
Q & A – pre-owned land and borrowing
July
Tax incentives to encourage investment in start – ups
ATO issues warning to SMSF trustees who seek to avoid tax
June
2016 – 17 Federal Budget questions & answers
Making sure you get it right by June 30
May
Sweeping changes announced to Superannuation Announced in the 2016 – 17 Federal Budget
2016 – 17 Federal Budget – Superannuation
April
Superannuation and the upcoming Federal Budget
Year end superannuation planning
March
Latest on ‘Dividend washing’ and SMSFs
February
Reviewing your investment strategy
ATO clamps down on SMSF borrowing
Upcoming due dates – SMSF tax returns
December
1. Incapacity and what it means for your SMSF
2. SMSFs and borrowing – care required
3. Update on tax reform and superannuation
November
1. Understanding your responsibilities as trustee
2. ATO changes its view on pensions
October
1. Main areas where SMSF trustees are going wrong
2. Can your SMSF register for GST?
September
1. Compassionate grounds can allow early access to super.
2. New SMSF trustee penalities – what is the ATO’s approach?
August
1. What type of property can be acquired by an SMSF from a related party?
2. ATO on the war path about trustees ‘shopping around’ for auditors.
3. More time granted for medium and large employers to comply with SuperStream.
4. Q&A – Taxpayer aged 57 wants to know whether her SMSF needs to withhold tax.
July
3. Recent case demonstrates high standards expected of trustees.
4. Making the most of superannuation contributions for children.
June
1. Superannuation to be easier to access for those with terminal illness.
2. Changes coming to the assets test for the Age Pension.
May
April
1. Relief for taxpayers who go over their non-concessional contributions limit.
2. ATO urges trustees to plan ahead for the unexpected.
3. ATO warns against schemes to access your superannuation through loan arrangements.
March
1. Getting contributions right under the ‘bring forward’ rule.
2. The age at which you can access super is increasing.