SMSF Property Investment Rules — Factor1 Accountants & Advisers
SMSF Estate Planning is where strategy meets family outcomes. According to Jean Marc Raffaut, Cheltenham-based SMSF expert, the right death benefit nominations, trustee processes, and tax planning can ensure your Self-Managed Super Fund pays benefits to the right people, at the right time, on the right terms. SMSF estate planning focus: nominations, […]
Top Tips for SMSF Compliance
SMSF Compliance Guide — Factor1 Accountants & Advisers Note: This guide reflects the latest SMSF compliance rules for 2024–25. 1) Keep Personal and Fund Assets Separate Mixing SMSF assets with personal finances breaches the SIS Act. The ATO treats your SMSF as its own legal entity. Once you blur the lines, you risk penalties or […]
SMSF Pension Phase & TRIS Strategies by Jean Marc Raffaut
SMSF pension planning with Jean Marc Raffaut — make the most of tax-free earnings in retirement phase. Self-Managed Super Funds (SMSFs) can deliver powerful tax outcomes in retirement — but getting from accumulation to pension phase requires precision. Jean Marc Raffaut, SMSF expert based in Cheltenham, VIC, explains how to structure SMSF pension phase and […]
SMSF Estate Planning & Death Benefit Nominations
SMSF Estate Planning is where strategy meets family outcomes. According to Jean Marc Raffaut, Cheltenham-based SMSF expert, the right death benefit nominations, trustee processes, and tax planning can ensure your Self-Managed Super Fund pays benefits to the right people, at the right time, on the right terms. SMSF estate planning focus: nominations, […]
Decoding UPEs: Understanding the Federal Court’s Decision and Its Impact on Tax Strategies for Trusts and Private Companies
Welcome Insights The Federal Court has recently issued a clarifying judgment on the classification of unpaid present entitlements (UPEs) involving trusts and private companies. In a definitive shift, the court has ruled that UPEs should not be treated as deemed dividends under the stringent regulations of Division 7A of the Income Tax Assessment Act 1936. […]
Superannuation Payment Deadlines & WorkCover Key Dates
Here are some important things about taxes and retirement savings from the Budget that can help people and businesses plan their finances.
Do I Need To Lodge A Tax Return?
Here are some important things about taxes and retirement savings from the Budget that can help people and businesses plan their finances.
Instant asset write-off expansion
Back to Blog Contents Instant asset write-off expansion The $150,000 instant asset write-off has now been extended until the end of the year As a measure to encourage business investment, the government recently announced it would extend the $150,000 instant asset write-off until 31 December 2020. The extension, which is projected to cost government revenue […]