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COVID-19 – The Government’s economic stimulus packages explained
Over the past two weeks the Government has announced two economic stimulus packages to cushion the economic impact of the Coronavirus. A...
Paul Searle
Mar 23, 20203 min read
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Superannuation death benefit limitations
As an SMSF trustee, you need to take special care when paying death benefits as you are responsible for ensuring that the payment rules...
Paul Searle
Nov 14, 20193 min read
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When did you last review your SMSF’s investment strategy?
You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure...
Paul Searle
Oct 2, 20193 min read
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On 1 July 2019 your insurance cover may be changing!
In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to...
Paul Searle
Jun 6, 20192 min read
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The Coalition wins a third term – your superannuation policy update
The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of...
Paul Searle
May 21, 20194 min read
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The Major Parties’ Superannuation and Tax Policies
The federal election has been called for May 18 and both major parties have outlined their superannuation and tax policies. With the...
Paul Searle
Apr 16, 20193 min read
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Government delivers surplus election friendly 2019-20 Budget – Superannuation largely untouched
A surplus election budget is the news coming out of the 2019-20 Federal Budget. With superannuation left largely untouched, the...
Paul Searle
Apr 2, 20193 min read
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Is your SMSF adequately diversified?
SMSF trustees need to truly understand diversification and better diversify their portfolios. The benefits of a well-diversified...
Paul Searle
Dec 18, 20182 min read
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Have you considered what you will do if an unexpected event occurs?
Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice...
Paul Searle
Aug 6, 20183 min read
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End of the financial year – is your SMSF ready?
With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30...
Paul Searle
Jun 4, 20183 min read
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2018-19 Federal Budget Update – SMSFs out of the spotlight as we head to an election
Click this link to download the report written by Jordan George, Head of Policy, SMSF Association.
Paul Searle
May 8, 20181 min read
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Personal Superannuation Contributions – 10% rule repealed
With the end of the financial year fast approaching, it is time to start thinking about income tax deductions. Under the new Government...
Paul Searle
Apr 10, 20182 min read
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Property and my SMSF
Directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it’s an important and...
Paul Searle
Mar 6, 20183 min read
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What is my non-concessional contributions cap?
Reproduced with permission – see end of article Contribution rules changed substantially from 1 July 2017. The reduction of the...
Paul Searle
Feb 7, 20182 min read
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ATO extends due date for 2016–17 SMSF returns
This week the ATO announced that it will extend the due date for lodgment of self-managed superannuation fund (SMSF) annual returns for...
Paul Searle
Jan 22, 20182 min read
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Important Changes to How We Communicate
We hope you had a great Christmas and New Year celebrations with family and friends. Our team is coming back to work, refreshed and...
Paul Searle
Jan 6, 20182 min read
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Superannuation death benefits – Review succession plans
The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament with the majority of reforms taking...
Paul Searle
Oct 23, 20173 min read
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Trust Deed – Updates
Trust deeds in the new SMSF world – Benefit payments and estate planning Your superannuation trust deed along with the superannuation...
Paul Searle
Sep 27, 20173 min read
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Investment Strategies
It’s time to think about your investment strategy You’ve made it through the financial year and navigated the new superannuation laws...
Paul Searle
Jul 17, 20174 min read
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Year end planning
Superannuation year end planning for the 2016/17 financial year The end of the financial year always seems to crop up faster than it...
Paul Searle
May 25, 20175 min read
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