In this week's edition of 'It depends', partner Scott Hay-Bartlem talks about self managed super funds. ...
In this week’s edition of ‘It depends’, partner Scott Hay-Bartlem talks about self managed super funds.
In this week’s edition of ‘It depends’, partner Scott Hay-Bartlem talks about the trustee member rules for self managed super funds (SMSFs).
In this week’s edition of ‘It depends’, partner Hayley Mitchell covers what happens to your self managed super fund when a member loses capacity.
The ATO has confirmed that, from 1 July 2021, the general transfer balance cap (currently $1.6 million) will be indexed to $1.7 million.
In this week’s edition of ‘It depends’, CGW Senior Associate Steven Jell talks us though how many shares to issue in a company that will be acting as trustee of a discretionary trust or superannuation fund.
The reversionary pension, what it is, who can receive it and much more, answered in our video series, ‘It depends’.
The recent Victorian decision of Re Owies Family Trust reinforces the importance of ensuring documents for structures such as family trusts (and self-managed superannuation funds) are correct.
The recent Victorian decision of Re Owies Family Trust reinforces the importance of checking variation powers in trust deeds and ensuring they are wide enough.
The ATO has issued a formal Legislative Instrument that covers in-house asset issues where a self-managed superannuation fund (SMSF) provides rent relief to a related party.
Employers that have underpaid compulsory superannuation up to 31 March 2018, and who did not take advantage of the amnesty, will now generally be subject to a base penalty of between 100% and 200% of the superannuation guarantee charge (SGC).
The tax treatment of a payment made from a superannuation fund can be quite different if it is received during a member’s life, as opposed to after their death. Many people talk about the distinction as being quite clear. However, the reality is that it is more complicated than that
Several years ago, the ATO published valuation guidelines for self-managed superannuation funds (SMSFs) to assist in their compliance obligations. SMSFs and their auditors are facing a number of challenges in applying these in 2020.
Cooper Grace Ward acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.
Fast, accurate and flexible entities including companies, self-managed superannuation funds and trusts.