COVID-19 cuts risk pension pain
The Federal Government recently announced the mandatory minimum drawdown rates for retirees with account-based pensions would be temporarily halved in both the 2019-20 and 2020-21 financial years.
by zfs
by zfs
New laws prompt review of SMSF estate plans
In light of recent laws passed this month, many clients will need to review their estate planning to ensure their will adequately explains how superannuation and insurance payments should be dealt with.
by zfs
SMSF sector grows, new fund numbers drop
Overall growth of SMSF sector has continued despite a drop in the number of new funds in the December quarter 2019, the latest ATO statistical report shows.
by zfs
SMSF sector grows, new fund numbers drop
Overall growth of SMSF sector has continued despite a drop in the number of new funds in the December quarter 2019, the latest ATO statistical report shows.
by zfs
Related-party property development concerns — Part 1
In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.
by zfs
The value of financial advice
A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time. This is on top of normal investment returns.
by zfs
A super catch-up plan
It's a number that can only be described as mindboggling: $400 million a day.
by zfs
Court decides on taxable capital gains distributions
The Federal Court has determined whether trusts that distribute capital gains to non-resident beneficiaries are taxable and will need to be included in their assessable income.
by zfs
SMSF liquidity lessons learnt from the pandemic
Sometimes it is true that you don't know what you've got. Till it's gone. Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.
by zfs
SMSF liquidity lessons learnt from the pandemic
Sometimes it is true that you don't know what you've got. Till it's gone. Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.
by zfs