Resources.

06/12/2018 | 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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08/08/2018 | Peter Johnson SMSF, SMSF Update, new rules, licensing

New SMSF Licensing Rules

Don’t leave it too late to get your license
Peter Johnson, SMSF Services Director, walks us through the new rules for getting licensed to provide SMSF advice.
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19/07/2018 | Peter Johnson SMSF Update, 2018, superannuation

2018 SMSF Update

New regime, new strategy
Peter Johnson, SMSF Services Director at Acis, analyses SMSF changes from the 2017 and 2018 budgets, highlights the potential impacts for your clients, and provides strategies to cope with the changes.

New regime, new strategy

Twelve months on, many are still finding their feet with the new superannuation regime that brought lower contribution caps, lowered access to tax-free pension income, and took away the ability to segregate current pension assets within a fund.

Peter Johnson, SMSF Services Director at Acis, analyses SMSF changes from the 2017 and 2018 budgets, highlights the potential impacts for your clients, and provides strategies to cope with the changes.

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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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10/04/2018 | superannuation law, testimonial, SMSF expertise, Acis team, Tax Events highlights

Acis All Areas - April 2018

Lifting the lid on SMSF traps
"I estimate that up to half of accountants are unaware of the rules and are making the wrong assumptions about what SMSFs are able to do," says Peter Johnson, SMSF Services director at Acis.
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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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05/04/2018 | Kevin Mottau, Director, Acknowledge Accounting Acis, client, testimonial, SMSF expertise, superannuation, what they said

What they said...

“It’s the connections and relationships that count.” (Kevin Mottau, Director, Acknowledge Accounting)
Kevin Mottau, Director at Acknowledge Accounting, shares what excites him about the boost in SMSF expertise at Acis.
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26/10/2016 | Stephen Harvey geared unit trusts, SMSF

Don’t Be Fooled by Geared Unit Trusts

We’ve noticed some of our competitors are talking up what they call a “geared unit trust” as being suitable for SMSFs.
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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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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 SMSF, trusts, deed, updates

Change is the New Norm

The benefits of deed consistency
The question often arises as to whether the trust deed for a self-managed superannuation fund needs to be updated regularly. The response is generally 'yes', however there are a few considerations to be aware of that Stephen Harvey touches on within this article.
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