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Superannuation

5 October 2023

SMSF Trustee Disqualification: Legal & Tax Guide

Picture this: In the complex world of superannuation you decide to take charge of your retirement savings by establishing a Self-Managed Superannuation Fund (SMSF) but then […]
22 January 2021
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Bringing your super to Australia from overseas

Transferring Foreign Superannuation. When people relocate to Australia, superannuation is sometimes forgotten. Depending on when you bring back your super to Australia, and how much, it […]
22 January 2021
Tax Lawyer Sydney Melbourne

Accessing your Australian Superannuation

Accessing superannuation funds can be tricky prior to reaching your preservation age. Those born before 1 July 1964, can access their superannuation funds prior to age […]
26 June 2020

COVID-19 Superannuation Early Access

Superannuation fund members must generally wait until they reach their retirement age to access their super. There are some exceptions to this rule for superannuation early […]
22 June 2018

Unpaid Superannuation Guarantee? Amnesty: Pay Now and Avoid SG penalties

Are you a business owner struggling to fulfill your superannuation guarantee (SG) obligations? The Turnbull government has introduced an amnesty program for all outstanding SG payments. […]
13 November 2017

Superannuation funds not yours until you retire

One of the biggest mistakes you can make as a trustee/member of a Self-Managed Superannuation Fund (“SMSF”) is to treat the fund’s money like your own […]
9 September 2016

Super Reform 2016

Treasury have (finally) released details of draft legislation of the first tranche of the 2016 superannuation reform.  Still no word on the controversial contribution cap. The […]
14 April 2015
tania waterhouse writing on a notepad - Tax Lawyer Sydney Melbourne

SMSFs: Getting ready for audit

Each year your Self Managed Super Fund (SMSF) must be audited annually by an approved SMSF auditor before the SMSF Annual Return can be lodged. Before […]
2 April 2015

SMSF: co-trustee not acting properly? Take action immediately

Superannuation legislation does not deal with the situation of one trustee behaving improperly in relation to their Self Managed Super Fund (SMSF) obligations and the other […]

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