ECPI under the super reforms

16-Oct-2017

The new rules regarding exempt current pension income are complex with significant flow-on effects to other SMSF areas. Daniel Butler and William Fettes explain. Due to the complexity of the rules and the importa.. Read More

ECPI under the super reforms

16-Oct-2017

The new rules regarding exempt current pension income are complex with significant flow-on effects to other SMSF areas. Daniel Butler and William Fettes explain. Due to the complexity of the rules and the importa.. Read More

CGT relief application

16-Oct-2017

Applying CGT relief for an SMSF should not be regarded as an automatic decision due to the intricacies involved, writes Meg Heffron. There is no doubt the aspect of the 2017 super reforms that has caused the most.. Read More

Crisis or opportunity with borrowings

16-Oct-2017

The treatment of limited recourse borrowings in relation to a member’s total superannuation balance has changed. Brian Hor explains how the new rules work and the benefits gearing can still provide. Limited.. Read More

Managing the caps

04-Jul-2017

The introduction of the transfer balance cap is an issue top of mind with many SMSF advisers and trustees. Anne-Marie Esler provides an outline of how the cap works as well as some relevant strategies to allow SMSFs .. Read More

The transfer balance cap deconstructed

22-May-2017

The introduction of a transfer balance cap represents one of the most significant changes to this country’s superannuation framework in recent history. Jordan George and Peter Hogan detail how the new cap will .. Read More

The general transfer balance cap demystified

19-May-2017

The ability for an individual to make non-concessional contributions will be determined by a general transfer balance cap under the new superannuation laws. Julie Hartley examines how the cap works and its effect on .. Read More

Small business gets a helping hand

03-Feb-2017

Vicki Stylianou details the framework in place to assist small business owners to address some of the common problems their enterprises face. Small businesses around the world face similar problems, including dea.. Read More

The transfer balance cap explained

03-Feb-2017

One of the most contentious proposed changes to the superannuation system brought down in the 2016 federal budget was the $1.6 million transfer balance cap. William Fettes, Bryce Figot and Daniel Butler explain how i.. Read More

Dealing with excess non-concessional contributions

01-Nov-2016

The proposed introduction of a lifetime cap for non-concessional superannuation contributions has given renewed relevance to the rules governing excess contributions refunds. Julie Steed revisits the processes involv.. Read More

Planning super post budget

01-Nov-2016

The changes to the superannuation system in this year’s federal budget have cast uncertainty over many existing retirement savings strategies. Liz Westover works through the major changes and has a look at imme.. Read More

Video: Fractional property investment

A different avenue to access residential properties...View more

Video: Transfer balance caps

We discuss the angst, uncertainly and confusion..View more