Month: March 2019

As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions.

When people in the UK woke up on 24 June 2016 to the news that the country had voted to leave the EU (or “Brexit” as it is now commonly known), little did they know that 2.5 years later, the future of the UK's relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?

The ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.

The following are available via our website and are not often available in the one place.  All can save you time and effort.  *

While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart the pension, says a technical expert.

A year may not seem like a long time, but a lot can happen in 365 days. Since last February, you may have changed jobs, received a raise, gotten married or divorced, brought home a baby or had one of your kids move out of home.

LRBA – Limited recourse borrowing arrangements

TBAR – Transfer balance account reporting

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