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Superannuation Death Benefits

Date: August 9, 2022
Categories: Superannuation
In order to ensure that the right assets go to the right beneficiaries, you need to sort out your estate plans regardless of the size of your superannuation benefits. You will need to get holistic estate planning advice and have arrangements in place to review your estate plans regularly.The rules o ...
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Streamlined TBAR for SMSFs

Date: July 5, 2022
Categories: Superannuation
ATO is streamlining Transfer Balance Account Reporting (TBAR) for Self-Managed Super Funds (SMSFs). They have taken that action consulting the community, industry, and tax professionals on streamlining the lodgement of transfer balance account event-based reporting for all SMSFs.To streamline TBAR f ...
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Understanding self-managed super fund performance
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Understanding Self-managed Super Fund performance

Date: May 17, 2022
Categories: Superannuation
In a recent research report titled "Understanding self-managed super fund performance," the University of Adelaide used data from over 318,000 SMSFs between 1 July 2017 and 30 June 2019 to identify the minimum amount of capital required for an SMSF to achieve comparable investment returns with much ...
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Director Identification Number (DIN) and its purpose
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Director Identification Number (DIN) and its Purpose

Date: May 6, 2022
Categories: Superannuation
You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). The new requirement to obtain a director ID also applies to individuals who have an SMSF with a corporate trustee, which is why we wanted to bring this new ...
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SMSF Income Protection Insurance

Date: April 8, 2022
Categories: Superannuation
Income protection insurance can provide a safeguard when you become sick or injured and are unable to work, leaving you unable to make your usual SMSF contributions.What is SMSF Income Protection Insurance?Most industry and retail super funds offer default income protection insurance for thei ...
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Latest Annual Stats – SMSF Sector Continues to Grow

Date: March 8, 2022
Categories: Superannuation
The ATO has released its annual statistical overview of SMSFs for the 2019-20 financial year based on SMSF annual returns in addition to 2020–21 information from registrations, wind-ups, and auditor contravention reports.Highlights include:598,000 SMSFs holding $822 billion in assets, with ...
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New insolvency Legislation – Impact on SMSF corporate trustees
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New insolvency Legislation – Impact on SMSF Corporate Trustees

Date: February 7, 2022
Categories: Superannuation
At the beginning of 2021, changes were made by the Government to the insolvency framework to better support Australian businesses, their creditors, and their employees. Amendments were made to relevant legislation to integrate this new insolvency process into existing practices following this change ...
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Superfund 2021 Returns: Rise above 12% Observed

Date: December 31, 2021
Categories: Superannuation
This year’s result represents a continuing reward for those members who’ve remained patient and trusted their funds to weather the crisis.Australian shares lost 0.5 percent during November, while international shares dropped 1.5 percent; however, the depreciation of the Australian dollar saw the ...
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What is an SMSF Collation Package?

Date: December 9, 2021
Categories: Superannuation
The Collation Package is a collection of all reports generated in a financial year. The Package consists of Financial Statements, Audit reports, with information about Superfund Assets, Member balance, Tax payable/refundable, Member super contributions, pension payment, and Audit details.These repor ...
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Employee’s super will now follow them

Date: November 9, 2021
Categories: Superannuation
From 1 November 2021, there is an extra step that employers may need to take to comply with the choice of super fund rules.If a new employee does not choose a super fund, most employers will need to request the employee's stapled super fund(an existing super account which is linked) details from us ...
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