/ 2024

10 Dec 2024
Amongst the drama from the last sitting days of parliament we nearly missed that a Regulation the SMSF industry has been waiting on was quietly registered by Stephen Jones, Assistant Treasurer and Minister for Financial Services, and its BIG NEWS for anyone with a legacy pension.
13 Nov 2024
The draft regulations apply to lifetime, life-expectancy and market-linked pensions in an SMSF. Currently these non-commutable income streams offer little flexibility for members. Members in receipt of these pensions are mostly now in their mid to late 80s meaning trustees face challenges and red tape with estate planning and SMSF administration.
3 Apr 2024
The Australian Taxation Office (ATO) has recently underscored the paramount importance of valuing SMSF assets at market value every income year..

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