Category: SMSF

With a 1 July 2017 start date, there is not much time to adjust your superannuation strategies.  The 2016 Federal Budget superannuation changes have recently been legislated and are the...

It is fairly common knowledge nowadays that superfunds can borrow. What is less known is that there are no restrictions on who superfunds can borrow from. Assuming that the loan is structured in a compliant manner, SMSF members can lend moneys to their SMSF.

SuperStream is a government reform aimed at improving the efficiency of the superannuation system.  Under SuperStream, employers must make super contributions on behalf of their employees by submitting data and payments electronically in accordance with the ‘SuperStream standard’.  All superannuation funds, including SMSFs, must receive contributions electronically in accordance with this standard.  The purpose of this is to provide a consistent and more efficient process for receiving contributions, improve data quality, and simplify employer obligations.

We are happy to announce that we now offer Self-Managed Superannuation Fund (SMSF) administration services (financial statements, tax returns, requisite statutory documentation, etc).  Please note that this service is available regardless of whether we provide you with financial planning services and advice.