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Preparing to lodge quarterly January TBAR
The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.
Women still outpacing men in SMSF establishments
More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics.
$3m super tax officially abandoned for this year
The government’s plan to increase the tax on superannuation balances over $3 million has officially been abandoned, at least for this year.
How to overcome your investment fears
Are you thinking of investing but feel held back? Here's how to get started.
Navigating the outcome of the U.S. election
History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.
Divorce doesn’t alter contribution rules
The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.
SMSF succession planning part 1 – getting started
Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.
ATO reviewing all new SMSF registrations to stop illegal early access
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
20 Years of Silicon Valley Trends: 2004 – 2024 Insights
Check out the 20 years of Silicon Valley Trends