Insurance based deductions

Self Managed Superannuation Funds (SMSFs) remain one of the most powerful retirement income and estate planning vehicles, even with the superannuation reform measures introduced from 1 July 2017.

With the abolishment of anti-detriment payments and the accompanying tax deduction from 1 July 2017, the purpose of this bulletin is to contemplate whether a Fund should consider claiming an alternative tax deduction, a deduction based on the future service portion of a benefit paid, available when a member dies or becomes disabled prior to age 65.

To read this bulletin in its entirety download the PDF version here.

Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire

3 Ways to get into Property with a SMSF

Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include

FAQs for LAB Group

Who is LAB Group? LAB Group specializes in RegTech, offering digital workflow solutions to streamline complex customer onboarding and

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

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