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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24/07/2018 | Shane Topping BGL Simple Fund 360, BGL CAS 360, integration, update

Acis integrates with BGL’s CAS 360 and Simple Fund 360

BGL media release: Acis integrates with BGL’s CAS 360 and Simple Fund 360
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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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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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