Blog / smsf

What's new and proposed from July 2018 - SMSF 06 Jun 2018

SMSF - What's new and proposed from July 2018

More

Franking credits and your SMSF 23 May 2018

Understanding franking credits and your SMSF.

More

May 2018 Budget - Superannuation 09 May 2018

This article we look at the proposed changes to superannuation in the May 2018 Federal Budget.

More

Total Superannuation Balance Explanation 11 Apr 2018

In the new world of superannuation (post 1st July 2017) the superannuation balance become very important regarding a few new rules. The article from DBA Lawyer will provide further explanation.

OPEN PDF

Contribution reserves post SMSFRB 2018/1 11 Apr 2018

The ATO released a guideline regarding its view about SMSF reserves. This article from DBA Lawyer looks at how the strategy of contribution reserves has been effected by this guideline.

OPEN PDF

Superannuation Contribution Strategy 11 Apr 2018

With the end of the financial year fast approaching, it is time to start thinking about income tax deductions. This article looks at the superannuation contribution advantage created as the result of the 1st July 2017 superannuation changes.

More

Why it is important to keep the SMSF Trust deeds updated 11 Apr 2018

The deed of the SMSF is a very important document that can be easily overlooked in the day to day running of the SMSF. However one should never under estimate the importance of the wording in the document as it is the foundation of the SMSF.

More

Starting a pension in SMSF 21 Mar 2018

Starting a pension is a critical component of any member's retirement plans. Getting the process right is, in turn, a critical part of executing those plans. The tax benefits which flow from getting the commencement process right are the glue which holds together all the various components and makes the whole of the member's retirement plans work. The following is a suggested 10 step check list to follow when starting a pension in SMSF.

More

Downsizer contribution for SMSF 14 Feb 2018

Article by DBA Lawyers in relation to downsizer contributions which allows super fund members over aged 65 to contribute to super if they sell their home under certain circumstances.

OPEN PDF

SMSFs and dealing with employee share schemes 14 Feb 2018

An article by DBA Lawyers discussing dealing with employee share scheme interests.

OPEN PDF

Triggering your bring forward non-concession caps 14 Feb 2018

An article by DBA Lawyers which examines the criteria that individuals must meet before they can trigger a ‘bring forward’ of their NCCs cap post-1 July 2017 and highlights some of the complexities associated with utilising this strategy post-1 July 2017.

OPEN PDF

First home super saver scheme 14 Feb 2018

An article by DBA Lawyers discussing how the first home super saver scheme will work for SMSF.

OPEN PDF

BDBN held court challenge 08 Nov 2017

Article by DBA Lawyers on the 2017 Supreme Court challenge to BDBN fails due to valid service on corporate trustee.

OPEN PDF

You need to review your Superannuation death benefits 08 Nov 2017

The introduction in July 2017 of the $1.6 million Transfer Balance Cap (TBC) (to read more click here) also applies to pensions paid to your dependants after you die (called death benefit pensions or reversionary pensions.

More

Issues around a second SMSF 11 Oct 2017

Article by DBA Lawyers regarding the strategy of using a second SMSF.

OPEN PDF

Bankruptcy and death benefit 11 Oct 2017

An article by DBA Lawyers regarding the death benefit payment and bankruptcy.

OPEN PDF

Super Tip - Convert your super into a tax-effective retirement income 27 Sep 2017

SUPER TIP – Simple explanation of super strategies: Convert your super into a tax-effective retirement income

More

Super Tip - Top up your super with help from the government 27 Sep 2017

SUPER TIP – Simple explanation of super strategies: Top up your super with help from the government

More

Super Tip - Top up your income when cutting back work 27 Sep 2017

SUPER TIP – Simple explanation of super strategies: Top up your income when cutting back work

More

Super Tip - Convert business capital into tax-free retirement benefits 27 Sep 2017

SUPER TIP – Simple explanation of super strategies: Convert business capital into tax-free retirement benefits

More

Recent News Aged-Care Financial-Planning SMSF Special-Disability-Trusts
SOLOMON FORMAN SMSF SPECIALIST ADVISOR SMSF SPECIALIST AUDITOR Forman Financial Services SOLOMON FORMAN CERTIFIED FINANCIAL PLANNER® Forman Financial Services

© Forman Financial Services 2014. Design & Developed by maxmoment interactive