Smsf

Problem with over-withdrawing a TRIS, and the solution

  Peter Johnson, director of the national network of AFSL-licenced specialists The SMSF Expert, answers a question regarding a fund member with a TRIS that has drawn more than the 10% cap.   Problem with over-withdrawing a TRIS, and the solution Problem with over-withdrawing a TRIS, and the solution Problem with over-withdrawing a TRIS, and the

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SMSF advisers: Be sure you avoid this new year’s day hangover

  A deadline that many SMSF professionals may have lost sight of is fast approaching — 1 January 2019. This is when new educational requirements for SMSF advisers start, and the Financial Adviser Standards and Ethics Authority (FASEA) takes over setting the educational and ethical requirements to be a financial adviser. Other important dates to

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SMSFs: Here’s an updated toolkit of ATO forms you’ll need

  SMSF trustees may find that occasionally a particular form is needed to be able to complete an administrative task for the ATO. Rather than have you searching the vast labyrinth of the ATO’s website for SMSF forms, we thought it helpful to list some of the required forms here (you could even bookmark this

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