Author: Kean Kong

SMSF Audit Alert: Is Your Fund on the ATO's Radar?

Summary: The Australian Taxation Office (ATO) has outlined key SMSF transactions and schemes that are currently under scrutiny. […]

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ATO Warning: Illegal Early Access to Super – Risks & Penalties

Your Self-Managed Super Fund (SMSF) has one primary purpose: to save for your retirement. However, in times of […]

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Recent Court Decision Clarifies Superannuation Death Benefit Payments

In a recent Full Federal Court decision, Wan v BT Funds Management Limited, the Court clarified the rules […]

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All you need to know: Auditor Contravention Report (ACR)

When it comes to self-managed superannuation funds (SMSFs), compliance with regulations is crucial. SMSF auditors play a vital […]

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Exceeding the cap

To ensure fairness and sustainability within the superannuation system, the Australian Taxation Office (ATO) has implemented transfer balance […]

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Part 8 Associates | Understanding the Relationship between SMSFs and Related Trusts & Companies

In the world of Self-Managed Superannuation Funds (SMSFs), it is important for trustees, accountants, and financial advisors to […]

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SMSF Asset Valuation Guidelines

As trustees of a Self-Managed Superannuation Fund (SMSF), it is crucial to have a clear understanding of SMSF […]

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How to be an SMSF trustee or director

Before embarking on the journey of becoming a trustee or director of a self-managed superannuation fund (SMSF), it […]

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Dear SMSF Trustees, Beware of Schemes!

One should be wary if someone offers you tax avoidance arrangements that improperly channel money or assets into […]

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SMSF NALI Breaches

In this blog post, we delve into the realm of NALI, exploring its definition, implications, and recent developments. […]

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