A recent court case that tested the validity of binding death benefit nominations

01-Mar-2014

One of the main aims of estate planning is to deliver on the promise of looking after a client’s family, while minimising any future legal dispute. Another legal dispute occurred in the recent Supreme Court cas.. Read More

A recent court case that tested the validity of binding death benefit nominations

01-Mar-2014

One of the main aims of estate planning is to deliver on the promise of looking after a client’s family, while minimising any future legal dispute. Another legal dispute occurred in the recent Supreme Court cas.. Read More

Julie Dolan analyses the government's proposed transfer balance cap

01-Nov-2016

One of the proposed measures of the federal budget handed down by the coalition government in May was the introduction of a $1.6 million superannuation transfer balance cap on the total amount of super an individual .. Read More

Julie Dolan details how the transfer balance cap will be indexed

22-May-2017

On 23 November 2016, the Treasury Laws Amendment (Fair and Sustainable Superannuation) Bill 2016 and the Superannuation (Excess Transfer Balance Tax) Imposition Bill 2016 were passed by both houses of Parliament. Amo.. Read More

Julie Dolan details the finer points of the new excess non-concessional contribution refunding rules

06-Jul-2015

The Tax and Superannuation Laws Amendment (2014 Measures No 7) Bill 2014, which received royal assent on 19 March, provides long-awaited relief and clarity to the previous punitive and potential double taxation treat.. Read More

Julie Dolan details the significance of the mandatory declaration for SMSF trustees

27-Apr-2016

Based on my own observations and recent statistics, more and more trustees do not have a decent understanding of their roles and responsibilities as trustees. Many believe their accountant or adviser has ‘their.. Read More

Julie Dolan highlights the role of SMSF succession planning

28-Jun-2016

Best-laid plans can go terribly wrong if the trustees of an SMSF do not put in place and then review regularly a succession plan for their fund. A lot of time and effort is dedicated to maximising the ability to cont.. Read More

Last word: Julie Dolan analyses how the ATO's treatment of TRIS and pension commutations can benefit certain SMSF trustees

03-Dec-2014

Julie Dolan analyses how the ATO’s treatment of TRIS and pension commutations can benefit certain SMSF trustees. The Australian Taxation Office’s (ATO) position in SMSF Determination 2013/2 is a paym.. Read More

Last word: Julie Dolan analyses the results of the latest intergenerational report and details the impact it will have on retirement planning

16-Oct-2015

In March, the federal government released the “2015 Intergenerational Report”. The purpose of this report, released every five years, is to determine the long-term economic feasibility and sustainability .. Read More

Last word: Julie Dolan analyses what the latest exposure draft legislation governing LRBAs really means

03-Feb-2015

Exposure draft legislation was issued on 19 January in relation to proposed new rules around the look-through treatment for instalment warrants and instalment receipts. This exposure draft is titled Tax and Superannu.. Read More

Last word: Julie Dolan details the care needed with joint venture agreements

11-Aug-2014

Property development via an SMSF can be a viable strategy if done properly. Complexities can arise, which need to be thought out properly at the outset so not only is the development compliant with the underlying rul.. Read More

Video: Transfer balance caps

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

Video: Total super balance

What total super balance means for contributions..View more