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.
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.
26/10/2015 | Matt Neibling pension, lump sum
Acis All Areas - October 2015 Pension or Lump Sum Payment?
This October issue of Acis All Areas, marks the first anniversary of the relaunch of the Acis brand in 2014. We thought it was timely to dive into the world of SMSFs this month, particularly given the Turnbull government's revisit of the Murray Financial System Enquiry.