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TO HAVE OR HAVE NOT – SMSF

TO HAVE OR HAVE NOT – SMSF

  • April 5, 2018
  • by ash sernack
  • No Comments

TO HAVE OR HAVE NOT- A Self Managed Superannuation Fund (SMSF) According to the Australian Taxation Office (ATO) up to the end of September 2016, there were 581,736 SMSFs in existence, a 23% increase since June 2012. There are just…

Your Total Superannuation Balance

Your Total Superannuation Balance

  • April 4, 2018
  • by ash sernack
  • No Comments

April 2018    Information Guide No 1. Individuals as part of Tax effective retirement planning will need to monitor their Total Superannuation Balance (TSB) as obligations and rights are affected. The total superannuation balance (TSB) came into effect on 1…

Binding death nominations risks

Binding death nominations risks

  • March 6, 2018
  • by ash sernack
  • No Comments

Following a spate of recent disputes involving invalid death benefit nominations, one technical expert is urging SMSFs to carefully review the processes set out in their deed for making a valid nomination. Speaking in a recent webinar in early February…

SUPERANNUATION UPDATES

SUPERANNUATION UPDATES

  • February 13, 2018
  • by ash sernack
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EVENTS BASED REPORTING After detailed consultation with the self-managed super fund (SMSF) sector, the ATO announced today that its implementation of SMSF event-based reporting from 1 July 2018 will be limited to those SMSFs with members with total superannuation account balances…

Treatise on buying or transferring of a business real property into a self-managed superannuation fund (SMSF) AND as an In Specie non-concessional contribution.

Treatise on buying or transferring of a business real property into a self-managed superannuation fund (SMSF) AND as an In Specie non-concessional contribution.

  • November 1, 2017
  • by ash sernack
  • No Comments

Treatise on buying or transferring of a business real property into a self-managed superannuation fund (SMSF) AND as an In Specie non-concessional contribution.   INTRODUCTION I have detailed a general advice information statement relevant to buying or transferring of a…