131 | SIS Act NANI
SIS Act non-arm’s length income features in pretty much every sole purpose test court case.
Author Archive for: Jan
Entries by Jan Twilight
130 | Succession and Balance
Succession and work-life balance are often put aside and don’t receive much attention.
129 | Strategic Objectives
Your strategic objectives give you the road map to achieve your vision. And they allow you to track your progress.
128 | Mission, Vision and Values
Your MVV stipulates what you do everyday (mission) to achieve your goal (vision). Your values underpin all this.
125 | In-Specie Contributions and Payments
In-specie contributions and payments are complex since you get two transactions “for the price of one”.
124 | SIS v Tax Dependants
SIS dependancy determines who gets your super. Tax dependancy determines the amount of tax payable. Here is Gordon Mackenzie of UNSW with more.
123 | Death Benefit
A death benefit is any payment your super fund makes after you die. Here is Gordon Mackenzie of UNSW with more.
120 | A Fish Rots From the Head Down
There is a popular proverb that feels harsh but maybe it does because it is true. A fish rots from the head down.
119 | Four Quadrants of Success
The four quadrants of success or time management are a helpful way to think about your practice. Here is John Peterson of Best Practice with more.
118 | Get the Foundations Right
Everybody preaches to get the foundations right. But what does that actually mean? Here is John Peterson of Best Practice with some insights.
93 | New Safe Harbour for Directors
The new safe harbour rules for directors aim to change the insolvency culture in Australia. Ben Sewell of Sewell & Kettle will give you the details.
92 | Phoenix Activity
Phoenix activity is a common phenomenon in the Australian tax ecosystem. Ben Sewell of Sewell & Kettle will tell you how phoenixing works.
91 | Trust Structure
Choosing the right trust structure is an important step to effectively manage and administer wealth. Here is Paul Mackenroth of Cleary Hoare with more.
90 | Set Up a Discretionary Trust
How do you set up a discretionary trust? Paul Mackenroth of Cleary Hoare in Brisbane will walk you through the process.
89 | Duties of Trustees
The relationship between trustee and beneficiary is defined by rights and duties. Paul Mackenroth of Cleary Hoare in Brisbane will tell you more.
88 | TRIS to Retirement Phase
When moving a TRIS to retirement phase, does it matter when you notify the trustee? Meg Heffron of Heffron SMSF Solutions has the answer.
87 | When a Member Dies
When a member dies, there is a lot to deal with in the aftermath – including the member’s SMSF. Here is Meg Heffron of Heffron SMSF Solutions with the details.
86 | Bring-Forward Rule
The bring forward rule for non-concessional contributions now needs to work around the TSB. Meg Heffron of Heffron SMSF Solutions will tell you more.
76 | Class SMSF Benchmark Report June 2018
The Class SMSF Benchmark Report 2018 looks at the effects of the super reform up to now. Here is Kevin Bungard of Class with the details.
63 | SMSF Performance
The Australian Productivity Commission’s April 2018 draft report tried to compare ARPA funds with SMSFs. Here Kevin Bungard, the CEO of Class, with more.
57 | Event-Based Reporting
Here are some comments from Kevin Bungard, CEO at Class, about the first round of event-based reporting.
28 | Estate Planning
Estate planning is complex because it has so many moving parts: trust law, super law, tax law, family law. Ben Symons of State Chambers, NSW will walk you through the jungle.
16 | What is a CFD?
CFDs are complicated. Jonathan Preston of HomeLoan Experts traded CFDs for quite a few years and will walk you through the ins and outs of CFD trading.
11 | SMSF Events Based Reporting
From 1 July 2018 all SMSFs in retirement phase need to report certain events to the ATO. Chloe Ward of Intello gives you an overview.
Tax Talks
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