Resources.

10/12/2018 | Peter Johnson SMSF, SMSF Update, pension, pension rules, SMSF deed, SuperDepot

Don’t Fall Foul of New Pension Rules

Serious consequences for failing to make minimum payments
Peter Johnson shares on why it is an absolute must that your clients’ deeds be amended to address this clause in relation to pensions.
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07/12/2018 | SMSF, SMSF Update, pension, pension rules, SMSF deed, SuperDepot

Acis All Areas - December 2018

Don’t Fall Foul of New Pension Rules.
You probably know that the ATO confirmed the consequences of not meeting the minimum payment requirements for pensions in SMSFR 2013/5. Peter Johnson shares why it is an absolute must that your clients’ deeds be amended to address this issue in relation to pensions.
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21/06/2018 | Stephen Harvey SMSF, superannuation, deed, SuperDepot

New SMSF deed

Acis and SuperDepot release an updated SMSF deed
Acis and SuperDepot have an updated SMSF deed from 21 June 2018.
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09/04/2018 | Peter Johnson, SMSF Services Director SuperDepot, SMSF, trust law, superannuation law, related party loans, unit trusts, trust deeds

Lifting the lid on SMSF traps

Up to half of accountants not clear about rules
Peter Johnson, SMSF Services Director at Acis, warns accountants of the traps that lurk beneath the surface.
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08/06/2017 | Shane Topping SuperDepot, deed

SuperDepot upgrade released

Substantial passive revenue opportunities in SMSFs
Take a look at the host of new features that our newly upgraded SuperDepot can offer you
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12/04/2017 | Stephen Harvey SuperDepot, Super, trust, deed, legislation

Maximising Revenue in SMSFs

New super trust deed enables seamless client transition
Have you heard about the recent changes to superannuation legislation?
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28/04/2016 | Stephen Harvey NALI, LRBA, PCG, SuperDepot

Stop The Presses

Urgent update on NALI and related party loans
Stephen Harvey summaries the recent developments on NALI and related party loans and what these important changes mean for you and your business.
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17/03/2016 | Stephen Harvey SMSF, NALI, loans, deadline, EOFY, SuperDepot

SMSFs Risking High Marginal Tax Rates

NALI and related party loans to be addressed by 30 June
With the upcoming 30 June deadline, care is required to address the possibility that the terms of related party loans could result in non-arm's length income ("NALI").
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17/03/2016 | Stephen Harvey property, superannuation, funds, related parties, SMSF, SuperDepot

Can Super Funds Acquire Property or Fund Construction When Dealing With Related Parties?

Circumstances to consider before diving in
Stephen Harvey of Acis discusses the factors to consider when looking to purchase property assets through a self-managed super fund.
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17/03/2016 | Stephen Harvey LRBA, tax, risk, deadline, SuperDepot

ATO to Clarify Related Party Loans and LRBAs

There has been some criteria provided by the ATO around what constitutes commercial terms. Stephen Harvey of Acis provides some commentary around these guidelines.
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04/02/2016 | Stephen Harvey LRBA, deadline, SMSF, NALI, SuperDepot

30 June 2016 Deadline - Fix non-complying loans to SMSFs

Time to review LRBA arrangements
The ATO is sharpening its focus on loans made by related parties to an SMSF and has established a June 30 deadline to ensure such arrangements are consistent with an arm's length dealing.
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29/10/2015 | Stephen Harvey pension, lump sum, superannuation, SuperDepot

Avoiding Confusion Over Super Payouts

Pension or lump sum payment?
The enquiry into the financial system by the Federal Government has created some question around how superannuation payments will be distributed in the future. Stephen Harvey provides you with some analysis around the current rules in relation to a SMSF's ability to pay benefits, before any changes to this rule occurs.
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29/10/2015 | Stephen Harvey QROPS, pension, UK, tax, SuperDepot

The Brits put the "QROPS" Among the Pigeons

Changes to recognised overseas pension schemes
The UK tax authority ("HMRC") announced changes to some of the conditions for an Australian SMSF to be considered a Qualifying Recognised Overseas Pension Scheme ("QROPS"). Stephen Harvey summarises these changes, and identify's how it may effect you and your clients going forward.
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17/09/2015 | Stephen Harvey Superannuation, bankruptcy, assets, SuperDepot

Super and the Slippery Slope of Bankruptcy

Protection of Assets and Super
Is your superannuation under threat when you become bankrupt? Stephen Harvey of Acis delves deeper into this topic, and provides answers to these ongoing questions.
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16/04/2015 | Mark Lowis LRBA, GST, SuperDepot

Federal Government finally gets its act together

"Look-Through" tax treatment for LRBAs soon to be legislated
Since the introduction of the Limited Recourse Borrowing Arrangement (LRBA) regime for SMSFs, many advisers have grappled with the correct income tax treatment for these arrangements.
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20/10/2014 | Stephen Harvey trustees, SuperDepot

New ATO Penalty Regime

SMSFs must consider Corporate Trustees
Stephen Harvey of Acis, discusses the new regimes for SMSF trustees to be handed down by the ATO from 1 July 2014.
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