Category: News articles

Here’s an end-of-year guide for SMSF trustees

First published in the Financial Review on 21 May 2020. COVID-19 will make the end of the financial year more complicated than usual for some self-managed superannuation fund trustees. Here […]

When you should close your SMSF

First published in the Financial Review on 05 March 2020. The five ‘trigger’ situations include insufficient funds, declining mental or physical capacity, death, lack of time to oversee a fund […]

SMSF alert on potential to lose tax breaks

First published in the Financial Review on 04 January 2020. DIY super fund trustees need to be aware of new legislation relating to a fund’s expenditure and income. Some self-managed superannuation […]