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  • About Us
  • Services
    • SMSF Admin
    • SMSF Audit
  • Resources
    • Forms
      • SMSF Setup Request
      • Consent to Act
      • SMSF Rollout Request
      • SMSF Will
      • Investment & Insurance Strategy Questionnaire
    • Handouts
      • Data Feed List
      • Guide to Borrowing in SMSF
      • Account Based Pension
    • Documents
      • Loan Agreement – Unsecured
    • Tutorials
      • Video Tutorial: Thinking about an SMSF
        • What’s involved with an SMSF
        • Why do I want an SMSF
        • Can you do it all yourself?
      • Video Tutorial: Setting up an SMSF
        • Setting up your SMSF
        • SMSF trustees – individual or corporate
        • Trustee declaration
        • Planning for the unexpected
      • Video Tutorial: Investments
        • Separation of assets
        • Loans and early access
        • Arm’s length
        • In-house assets
        • Borrowing and limited recourse borrowing arrangements
        • Business real property
      • Video Tutorial: Contributions and payments
        • Planning for retirement
        • Retirement and conditions of release
        • What happens when a member dies
  • Login
    • Fund Reports
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Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017

Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017

by Guy Wuoti | Mon, Nov, 2016 | Accessing your super, Facts & Figures, Pensions, SMSF News, SMSF Options, Tips and traps, Trustee

As the end of the year is drawing rapidly to a close it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up, however, these were announced in the 2015 Federal Budget. As a trustee, you may be asking yourself, “what does this really...
Non‑concessional contributions – what can you contribute?

Non‑concessional contributions – what can you contribute?

by Guy Wuoti | Mon, Oct, 2016 | Boosting your Balance, Contribution Caps, Contributions, Facts & Figures, SMSF News, SMSF Options, Tips and traps, Trustee

Are you clear on what non‑concessional contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions are you clear on what non-concessional contributions you can make to...
Brexit – What does it mean for your SMSF?

Brexit – What does it mean for your SMSF?

by Guy Wuoti | Tue, Jun, 2016 | SMSF News, SMSF Options, Tips and traps

The decision made by voters in the United Kingdom (UK) last week to leave the European Union (EU) – known as Brexit – has had an immediate and momentous impact on financial markets across the globe.  The UK leaving the EU is one of the most significant political...
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