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Category: SMSF & Superannuation

What is an Investment Strategy ?
SMSF’s are required to have an investment strategy however it’s probably fair to say that...
What payments are included in the SG regime ?
A QUICK OVERVIEW Basically SG payments are made on Ordinary Time Earnings (OTE) – just...
Limited Recourse Borrowing Arrangements ATO Safe Harbour Terms
Limited recourse borrowing arrangements (LRBA) ATO Safe Harbour Terms (if you or a related entity...
Trust Deeds
Trust Deeds I recently went to an SMSF Seminar where trust deeds were discussed and...
Budget Changes to Superannuation
If you are feeling a little battered and bruised from the announced changes in the...
Confused over the proposed new $1.6 million dollar pension cap?
The government has proposed that an individual may only have a balance of $1.6 million...
BINDING DEATH NOMINATIONS
[kkstarratings] Some people think that their ‘Will’ will cover everything. Many people may be surprised...
SUPERANNUATION NON CONCESSIONAL BRING-FORWARD RULE
Superannuation NON CONCESSIONAL BRING-FORWARD RULE How does the non concessional bring forward rule work? The...
ARE YOU READY FOR SUPERSTREAM?
ARE YOU READY FOR SUPERSTREAM? Every time the ATO brings in a new measure of...
INDUSTRY SUPER VS FINANCIAL ADVISER
Industry super versus  financial adviser. Oooooh we just said a swear word – “financial adviser”. ...
TRAPS TO AVOID WHEN INVESTING THROUGH YOUR SMSF
SMSF traps TRAPS TO AVOID WHEN INVESTING THROUGH YOUR SMSF It is no surprise that...
3 TIPS FOR SUPERANNUATION BEFORE THE END OF THE FINANCIAL YEAR
SUPERANNUATION TIPS It seems like it was just yesterday when we where wishing everyone a...

Latest News

Understanding business structures: tax, liability and asset protection
Your chosen business structure has massive implications for your tax liability, asset protection and cost....
New GST reporting rules for small businesses
The Australian Taxation Office (ATO) recently announced that over 3,500 small businesses will be moved...
Optima Partners to host 4th annual Perth Car Club meet
Optima Partners is proud to host Perth Car Club’s fourth annual anniversary meet-up at our...
Key Dates: April 2025
21 April: Lodgement and payment of March 2025 monthly business activity statement 21 April:...
Selling your business: Best practices
Selling your business is a major decision and a milestone in your career. Whether you’re...
No silver bullet: Plumbing Bros founder discusses expansion
Plumbing Bros Director and CEO James Riddle is no stranger to adversity in business. Despite numerous...
Controversial super tax remains in limbo
The Treasury Laws Amendment Bill 2023, containing the controversial Division 296 tax on superannuation balances...
Key Dates – March 2025
21 March : Lodgement and payment of February 2025 monthly business activity statement. 31...
Buying a business: Seven best practices
Buying a business is great option for entrepreneurs looking to break into the market, and...
2024 -25 Fringe Benefits Tax Year: Preparing for the 21 May Deadline
March 31 marks the end of the 2024-25 Fringe Benefits Tax (FBT) year, meaning that...