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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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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08/06/2017 | Shane Topping Integrations, Class Super, BGL Simple Fund 360, Xero

Integrations deliver time and resource savings

Acis has teamed up with Class Super, BGL Simple Fund 360 and XPM to save you time, and help you drive efficiencies
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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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13/04/2017 | Matt Neibling tax, super trust, deed, property

Acis All Areas April 2017

Super hype over super reforms
Yep! We’re over it. Super reforms are coming! Super reforms are coming! We hear ya.
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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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16/09/2016 | Stephen Harvey special purpose company, superannuation, Acis standard constitution

Finding Purpose in Special Purpose Companies

Don't be pushed into a special constitution
While views differ quite significantly throughout our industry regarding the meaning of "Special Purpose Superannuation Company", not everybody agrees. Join Stephen Harvey by delving into why companies can be nominated as a Special Purpose Superannuation Company and why its OK to refer to distribution rights.
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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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10/12/2015 | Unit Trust, Discretionary Trust, trust, perpetuity, superannuation

Acis All Areas - December 2015

Bridging the Gap
While we hope the champagne corks are about to be popped at your office, we know things aren't slowing down just yet! To round off a busy year, we thought it would be timely to recap on the articles that had the most impact on our clients in 2015.
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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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17/09/2015 | Matt Neibling superannuation

Acis All Areas - September 2015

Super & The Slippery Slope
There's no doubting, particularly with the discussions about Australia's signing of a free trade agreement with China, that many businesses are considering international opportunities. One hot topic, which we've summarised in this issue, relates to the tax implications of residency that your clients should consider when doing business overseas.
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01/06/2015 | tax, super, estate, planning

Facing the Future Seminar

Picnic Point, Toowoomba - Wednesday, 10 June 2015
The Acis team welcomes you to join us at our Facing the Future Tax & Super seminar hosted in conjunction with MGD Wealth.
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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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