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Access our resources for SMSFs, including calculators, recordings and webinars, and easy-to-understand articles explaining current SMSF technical topics.

When is an Actuarial Certificate not required?

The concept of when an Actuarial Certificate is not required might seem simple and obvious however just like most things in the SMSF industry there ...
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Cheat Sheet for Winding Up an SMSF

Trust Deed & Meeting with Trustees Read trust deed to see if there is information about winding up the SMSF Hold a meeting with Trustees ...
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Can I claim ECPI after the death of a pension member?

William Q: I have a two member SMSF whereby one of the members is receiving a non-reversionary retirement phase income stream. On 20 September 2022, ...
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What is the Bring-Forward Arrangement and how does it work?

Are you looking for a way to add a large sum of money into your SMSF without any tax implications? Well, taking advantage of the ...
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Are full accumulation periods 100% taxable?

Q: I have a fund that starts off the year in full accumulation phase and then moves into full retirement phase on 1 January 2023. ...
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Why is everyone talking about Non-Arm’s Length Expenses?

There has been a lot of chatter about non-arm's length expenses in the industry lately and sometimes it is hard to keep up with it ...
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Cheat Sheet for 2023/24 Super Rates & Thresholds

Print this cheat sheet out and leave it on your desk. Your future self will thank you! Rebecca Oakes B.Bus, Adv Dip FP, SSA Head ...
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Stepping out of your comfort zone. How to maximise your networking skills

In the following recording, Helen Molloy, General Manager at Act2 Solutions, and Dr. Balkrushna Potdar, Lecturer at the University of Tasmania teamed up to deliver ...
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The Beginners Guide to Actuarial Certificates

Are you confused about what an actuarial certificate is and how it is calculated? Let us skip the technical lingo and break it down for ...
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