ATO provides further clarification on SMSF pensions

Following some industry confusion, the ATO has provided clarity on the necessary steps an SMSF trustee must undertake when they…

4 years ago

Is your client’s Deed meeting ATO requirements?

Your clients, as Trustees, either individual or corporate trustees, since 1 July 2007 have declared to the ATO https://www.ato.gov.au/uploadedFiles/Content/SPR/Forms/Trustee%20declaration_SPR_n71089_19272.pdf I am…

4 years ago

Is a LRBA right for your client?

Having a challenge in maximising the balance in your clients SMSF? Handicapped by the reduced contribution caps, consider a loan…

4 years ago

Is a pension right for your client?

To establish a pension for your clients, an Accountant is required to make a recommendation that it is in the…

4 years ago

Is a SMSF right for your client?

To establish a SMSF for your clients, an Accountant is required to make a recommendation that it is in the…

4 years ago

Super Fact Sheets

The SMSF Documentation and administration industry is becoming more regulated, the reliance on the Accountants Exemption has been removed from…

4 years ago

Super Advice

Australia’s Accounting bodies recommend that Accountants have four options in response to the removal of the Accountants Exemption. Refer your…

4 years ago

ATO New Penalty Powers

An update from the ATO has confirmed that the proposed new penalty regime will proceed. On 14 December 2013 the…

7 years ago

Superannuation Contribution Caps for 2015

The ATO has announced the key superannuation rates and thresholds for 2014/15, in line with average weekly ordinary time earnings…

7 years ago

ATO Minimum Pension Alert

The ATO has released a news alert which clarifies a number of the uncertainties surrounding pensions that are deemed not to…

8 years ago