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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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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06/08/2015 | Stephen Harvey perpetuity, trust, rule

Does my Trust Have to Die?

What the perpetuity rule means for trusts
The rules relating to trusts, in particular the perpetuity rule, can sometimes be confusing. Stephen Harvey of Acis highlights some important considerations that may impact the advice given to your clients.
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