17 May 2022

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Lessons when a fund manager of the year is down 25%2022 election survey results: disillusion and disappointment Now you can earn 5% on bonds but stay with quality 30 ETFs in one ecosystem but is there a favourite?Australia’s bounty: is it just diversified luck?

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Home / Superannuation Law

Superannuation Law

1-12 out of 19 results.

Valuable super contribution changes are now law

Julie Steed
9 March 2022
6

Important changes to superannuation that affect an individual’s ability to contribute are now law with effect from 1 July 2022. Check the new rules for changes to your circumstances to boost your super.

Indexation complication! Four changes you need to know

Julie Steed
31 March 2021
7

Several superannuation thresholds will be indexed from 1 July 2021, and it's critical to check the new opportunities to put more into the tax advantages of super. Some of the calculations are tricky, others easy.

Claiming a tax deduction for super contributions

Julie Steed
7 October 2020
11

The timing of lodging a notice of intent to claim a tax deduction on super contributions and making partial rollovers or withdrawals can make a big difference to the amount allowed to be claimed.

The impact of our marriage breakdown on our SMSF

Alex Denham
30 September 2020
10

Even if a marriage ends amicably, there are complications when partners share an SMSF. You can't simply 'split' the assets on a handshake, and who takes the capital gains and what's the impact on an estate?

Court holds SMSF trustees accountable

A recent case highlights the importance of SMSF trustees exercising discretion to pay death benefits in good faith, with real and genuine consideration and in accordance with the purpose of the conferred power.

5 common mistakes in running an SMSF

Graeme Colley
6 February 2019
1

The tax benefits of holding money in an SMSF come with a responsibility to follow the rules, and the penalties can be severe for what seem like innocent or mistaken breaches.

'Rorts and rip-offs’ prevention in super legislation

Vinay Kolhatkar
28 June 2018
1

A bill that allows the ATO to merge dormant super accounts with active ones and release super members from compulsory life insurance embedded in enterprise agreements and from exit fees was tabled on 21 June 2018.

Ensure death benefit nominations are upheld

Julie Steed
22 February 2018
4

It’s crucial for super fund or SMSF members to understand the law as it relates to death benefit nominations to ensure desired outcomes are achieved. Don't leave a mess for others to fix.

Mistakes in SMSFs on related party loans

Monica Rule
16 November 2017
2

The law in relation to SMSFs is complex and unfortunately, even professional advisers can get it wrong. Take this example of related party lending.

1. How are SMSFs and their trustees changing?

Graham Hand
24 August 2017
2

The three main issues for SMSFs today are the complexity of super rules, unmet financial advice needs and changes in asset allocations both aggressively and defensively.

Monica's Q&A on $1.6 million super rules

Monica Rule
9 February 2017
14

Monica answers questions on her article on the $1.6 million cap. As she will be unable to answer more questions directly for a while, consider registering for her upcoming webinar.

Navigating super law changes with confidence

Monica Rule
2 February 2017
12

SMSF trustees and other people with large super balances should realise there are two applications of the $1.6 million transfer balance cap, and final opportunities to grow retirement savings in the most tax-effective way.

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Most viewed in recent weeks

Lessons when a fund manager of the year is down 25%

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

Graham Hand
27 April 2022

2022 election survey results: disillusion and disappointment

In almost 1,000 responses, our readers differ in voting intentions versus polling of the general population, but they have little doubt who will win and there is widespread disappointment with our politics.

Firstlinks
4 May 2022

Now you can earn 5% on bonds but stay with quality

Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.

Graham Hand
13 April 2022

30 ETFs in one ecosystem but is there a favourite?

In the last decade, ETFs have become a mainstay of many portfolios, with broad market access to most asset types, as well as a wide array of sectors and themes. Is there a favourite of a CEO who oversees 30 funds?

Graham Hand
13 April 2022

Australia’s bounty: is it just diversified luck?

Increases in commodity prices have fuelled global inflation while benefiting commodities exporters like Australia. Oftentimes, booms lead to busts and investors need to get the timing right on pricing cycles to be successful.

Ashley Owen
6 April 2022

Meg on SMSFs – More on future-proofing your fund

Single-member SMSFs face challenges where the eventual beneficiaries (or support team in the event of incapacity) will be the member’s adult children. Even worse, what happens if one or more of the children live overseas?

Meg Heffron
13 April 2022

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