Setting up an SMSF – Who can join the fund?
A question that often gets asked is who can set up an SMSF together. The rules The answer is practically anyone can set up a…
Articles
Read MoreSetting up an SMSF – Who can join the fund?
SMSF record keeping requirements
A key responsibility that SMSF trustees must adhere to is to keep accurate tax and superannuation records. The benefits of good record keeping As a…
Riding the market waves
Don’t let share market volatility get you off course with your superannuation investment strategy. Market volatility Market downturns can make anyone nervous, but sticking to…
Inheriting assets other than a home
Most people know that if they inherit a home and it is sold within two years of the deceased’s death, then they won’t pay any…
Separation and divorce – CGT consequences …. and relief
With apparently at least one in three marriages ending in divorce – and with countless more defacto relationships breaking down – the capital gains tax…
Take care if you sell your home after leaving Australia!
If you have lived in Australia for many years and bought yourself a home here but decide to leave and go and live elsewhere, and…
Who is a spouse under the tax laws, and why does it matter?
While Australia doesn’t have a joint filing option for married couples, there are some aspects of your individual tax assessment that depend on your spouse’s…
Newsletter – September 2024
Click here for a pdf version of this article. Who is a spouse under the tax laws, and why does it matter? While Australia doesn’t…
New financial year to-do list for your SMSF
With 30 June beyond us, now is the time to plan ahead to get your SMSF sorted for the new financial year. Below are five…