The winners and losers of an indexed transfer balance cap

SG Blog: From 1 July 2021 the Transfer Balance Cap will be indexed to $1.7 million, which is great news for any individual who hasn’t

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Implications of Late lodgement of your SMSF Annual Return

The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member contribution reporting; and also enables trustees to

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Alternate Trustees for SMSFs

It is generally well understood that each member of an SMSF must be an individual trustee or a director of the corporate trustee. Further, if

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Work Test Exemption

Depending on a member’s age, the work test is a key test to be contemplated when making contributions to an SMSF, and SMSF trustees must

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Reversionary Pensions

A member’s estate planning objectives should be taken into account when commencing any new pension. If a member has a pension account with a reversionary

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