If this year you are contemplating starting a new pension or rolling money in or out of your self managed superannuation fund please contact us so that we can help you prepare the correct forms and make sure you fulfill all your lodgement

A recent case in the Supreme Court of Victoria (Marsella v Wareham) recently made a ruling that on the surface offers some balance to the role of a surviving trustee of a self managed super fund (SMSF). The previous famous case of Katz v Grassman

Due to recent legislative changes it is a requirement by the ATO that all superannuation funds report the pension balance as at 30 June 2017 by the 1 July 2018.  This is reported to the ATO using the Super transfer balance account report

You  may have seen recently in the press, the pending changes to come into effect from 1 July 2017 regarding the ‘CGT reset’. What is this you may ask and does it affect me? The good news is that most people are not affected, however, If you are