SMSF Podcast Show – Episode #2
Pensions / Podcasts / Professionals / SMSF / SMSF Compliance

SMSF Podcast Show – Episode #2

Thanks to everybody who provided great feedback following the launch of my SMSF Podcast show last week.  With a growing number of topics and speakers, this weekly podcast will grow from strength to strength in the coming months and into 2014! In this second podcast, Aaron is joined by Melanie Dunn, Actuarial Analyst and Team … Continue reading »

Special webinar – TR2013/5: the impact on SMSF pensions
ATO / Pensions / Professionals / SMSF / Webinars

Special webinar – TR2013/5: the impact on SMSF pensions

There has certainly been a lot of interest in the Commissioner’s final views expressed in tax ruling TR 2013/5, when a pension commences and ceases. In response to this, The SMSF Academy will be holding a special 30 minute webinar taking an in-depth look at the many of the key issues, including when a pension … Continue reading »

Tax exemption and exceeding the pension limit
Pensions / SMSF / SMSF Compliance

Tax exemption and exceeding the pension limit

In a follow-up to my last blog post about “falling short with pension payments”, I’ve had a range of questions being asked about the ATO’s view when a trustee may not meet the pension standards and when the Commissioner may use his powers of general administration (GPA) to allow for a pension to continue, along … Continue reading »

ATO / Contributions / Limited Recourse Borrowing Arrangements / Pensions / SMSF / SMSF Compliance / Trustee education

12 things NOT to do with your SMSF

The ability to take control of your retirement savings is a key driver in the continued growth of SMSFs.  However, being a trustee comes with responsibility to ensure that your fund meets strict regulatory and compliance obligations.  Failure to meet these can result in significant penalties, along with the potential loss of the fund’s complying … Continue reading »

ATO / Contributions / Limited Recourse Borrowing Arrangements / Pensions / Professionals / SMSF / SMSF Compliance / Trustee education

Reflecting on SMSFs in 2011

As the 2011 year comes to a close, it’s a time to ponder where the SMSF industry has come from in the last 12 months and also where it is heading… This time last year, we had just seen the Government’s response to the Cooper Review, with many of these reforms now only 6 months … Continue reading »

Investments / Pensions / Professionals / SMSF / SMSF Strategy

Having your SMSF capitalise on a market recovery

The last month or so has seen the ASX recover strongly after a disastrous start to the new financial year.  Whilst we are well short of the ASX highs of mid-2007, we may start to see some further gains with some hopeful news emerging from Europe and other parts of the world. As a result … Continue reading »

Announcements / Estate Planning / Events / Pensions / Professionals / SMSF / SMSF Strategy

Announcing the SMSF InPractice Workshops

The SMSF Academy is pleased to introduce the October 2011 half-day SMSF workshops on Pensions and Estate Planning. These SMSF workshops will work through case studies to outline key issues and strategies in these topical areas, in particular in light of the ATO’s draft ruling TR 2011/D3, when a pension commences & ceases. Due to the workshop format, numbers are … Continue reading »

Pensions / Professionals / SMSF / SMSF Strategy / Trustee education

How troubled investment times can create super opportunities

Watching the current turmoil on the investments markets is a bit like watching a car crash (you can’t look away)…  but in these troubled times, it is important to think about and strategies for members within a SMSF.  In particular, one strategy allows for a member receiving a pension to capitalise on the current down … Continue reading »