self-managed superannuation fund administrators

THE SUPER BRIEF NEWSLETTER – May 2020

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New ATO guidelines on SMSF’s and property development Important message from the ATO: “Regularly check in with your SMSF professional advisor and your auditor to ensure that the investment stays on track”. On the 1st May last the ATO issued a “Regulator’s Bulletin” SMSFRB 2020/1...

The Super Brief April 2015

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Lawyer, Accountant and Financial Adviser make defective Binding Death Benefit Nomination with disastrous consequences… A significant case in the world of SMSF death benefit planning was handed down on the25th March last by the Supreme Court of Queensland in the case of Munro V...

The Super Brief March 2015

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Adult children now able to inherit Super tax free! Under current rules, a person’s superannuation can be paid on death as a tax-free lump sum, a pension or combination of both if it is paid to a spouse. However, if it is to be paid to an adult child it must be cashed out of the...