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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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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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.
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