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TechHub
The TechHub is an online repository for all our SMSF technical content providing hours of up-to-date CPD, including research, articles, calculators and accredited webinars. Click here to find out more.
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- Technical support
- 2020 SMSF Annual Return
- Pensions and estate planning - your questions answered
- 2020-21 legislative update
- New rules for NALI and NALE
- Questions regarding COVID-19 on SMSF property investments
- Does the SMSF require an actuarial certificate to claim ECPI?
- SMSF expense deductibility
- What impact does aged care have on your client's Age Pension
- Advice considerations for client's affected by redundancy
- Implications of COVID-19 on SMSF property investments
- Market-Linked Pension Calculator
- Pensions and estate planning considerations
- COVID-19 Early access to superannuation benefits
- Reduction in the minimum pension requirements
- Minimum pension payments report
- Redundancy and retirement
- Segregation strategies in an SMSF
- What should my client consider when making super contributions before EOY?
- Is your client's principal home really exempt from social security assessment?
- How different types of SMSF must claim ECPI
- COVID-19 support for retirees and pre-retirees
- COVID-19 stimulus package update
- Contribution caps and the Total Superannuation Balance
- Commuting and recommencing pensions: the requirement to re-calculate the tax free and taxable components
- Common FAQs for low means residents
- Granny flats deprivation and home ownership
- Strategies to maximise cash flow for aged care clients
- Fast Facts
- What do the stimulus package announcements mean for your retiree clients?
- Ask an Expert (postponed)
- Tips and traps of contributing to superannuation
- Pension commencements and exempt income
- Making contributions when overseas
- Actuarial Certificate training
- How should I structure a lifetime income stream?
- CGT relief revisited
- Survivorship calculator
- Returning to work after starting a pension
- Will you live to 100?
- How should I structure a lifetime stream for a client
- Why defined benefit pensions are not 100% tax exempt
- Commuting complying defined benefit pensions in SMSFs
- Ask an Actuary
- SMSF advice - where to from here
- Understanding superannuation interests
- Does a TRIS add value?
- Four new retirement strategies for 2019/20
- Ask an Expert - SMSF Windups
- SMSF Retirement Insights Volume 8: SMSFs on track for aspirational retirement lifestyle
- Client portal - tips and tricks
- SMSF Audit Hot Topics
- Non-retirement phase TRIS: consequences of exceeding maximum pension payments
- An introduction to deferred lifetime annuities
- SMSFs investing in a pooled superannuation trust – important considerations if you have a retirement phase interest
- Do your clients need to complete the aged care means test assessment form
- Ask an Actuary
- Till death do us part - an aged care focus
- When to complete transfer balance account reports for death benefits
- Transfer balance account reporting revisited
- Pension payment strategies for 2019-20
- Understanding permanent residential aged care fees
- Pension payment strategies
- Tax losses in an SMSF what you need to know
- SMSFs and defined benefit pensions – the ticking time bomb
- TBAR for a pension that fails to meet the minimum pension standards
- What is a defined benefit pension and actuarial requirements
- Small Business CGT Concessions and Super
- Top 5 Budget impacts for SMSFs
- Federal Budget Report 2019-20
- Strategies to maximise ECPI
- Legislation fixes death benefit issue with reversionary TRIS
- New means testing rules for lifetime income streams rules now legislated
- Superannuation interests and calculating tax components
- Can I have an actuarial certificate for part of the year?
- Claiming SMSF tax deductions
- Retirement phase strategies for 2019
- A guide to the Commonwealth Seniors Health Card
- Four questions on residential aged care answered
- What’s changed about Transition to retirement?
- Technical guide to the deductibility of expenses in an SMSF
- 10 things you need to know now you have accumulation due to the transfer balance cap
- Tackling your questions on TBAR and disregarded small fund assets
- How is the family home assessed for my aged care client
- Determining a client’s total superannuation balance is not as simple as it sounds…
- Disregarded Small Fund Assets
- Ten common means testing questions
- Technical Update: Expenses, Capital Gains, TBAR
- Managing capital gains to maximise exempt income
- Aged care advice opportunities
- The value of additional aged care advice
- Aged care calculator
- Super reforms: TRIS, ECPI and segregation
- Planning for the year ahead – advice opportunities for 2018/19
- Transition to retirement income streams… a comprehensive guide to the new rules
- Current home care means testing and advice considerations
- Accuriums actuarial certificate upgrade 2018
- Four new Government measures to address longer life expectancies
- What is segregation?
- Accuriums actuarial certificate upgrade - Planning ahead
- Must knows for low means aged care residents
- Commuting capped DB income streams could lead to an excess transfer balance
- A major benefit of automatically reversionary income streams
- Federal Budget 2018
- Federal budget report 2018-19
- Complying defined benefit pensions and estate planning
- Sequencing risk how the order of returns affects a clients retirement income
- Six strategies to fund accommodation costs
- How to avoid the excess administration costs of deemed segregation
- Super reforms... Where are we now?
- Current legislative considerations for retirees
- Five common questions for those accessing aged care
- Enhancing retirement outcomes using downsizer contributions
- SMSF Retirement Insights: A new framework for thinking about retirement income
- SMSF Retirement Insights Volume 7: A new way of thinking about retirement income
- The current advice landscape for aged care
- Ensuring super income stream death benefits
- Managing sequencing risk in an SMSF
- Three key retirement village considerations
- Commuting a complying life expectancy pension
- Commuting a complying lifetime pension
- SMSF Retirement Insights and ECPI
- Commuting defined benefit pensions in SMSFs
- Commuting defined benefit pensions
- SMSF Retirement Insights Volume 6: SMSFs treading water
- Reducing sequencing risk by securing cashflow
- Super income streams and death, more and less flexibility since 1 July 2017
- SMSF cashflow strategy, Securing cashflow to generate long term growth
- Transitioning from home care to residential aged care
- Guide to granny flats
- Key deductible contribution considerations
- Revisiting TTR strategies for clients
- Super reforms, The final countdown
- Impact of transfer balance cap: Lifetime defined benefit pensions
- Impact of transfer balance cap: Life-expectancy defined benefit pensions
- Impact of transfer balance cap: Market linked (term allocated) pensions
- Funding home care strategies and considerations
- An introduction to the $1.6 million transfer balance cap and its impact on retirement
- Welcome clarity on the application of CGT relief for SMSFs
- Are you making a mistake when commencing a pension with specific contributions
- Decision charts making sense of the superannuation reforms
- Federal Budget 2017-18
- Federal Budget report 2017-18
- How will the transfer balance cap impact retirement plans
- A last opportunity to maximise the higher NCC cap
- Pensions, actuarial certificates and the super reforms
- Key questions to ask clients for effective aged care modelling
- Government confirms role of actuarial certificates
- Means tested care fees explained - are your clients paying too much?
- Income Test opportunities
- CGT relief: two strategies you need to know
- SMSF Retirement Insights Volume 2 Edition II: SMSF Trustees – healthier, wealthier and living longer
- Understanding the upcoming home care changes
- How SMSFs should plan for $1.6m pension cap
- Planning for Aged Care
- Aligning Age Pension and aged care means testing
- Making the most of 1 January 2017 Assets Test changes
- What happens when an SMSF cannot meet the minimum pension standards?
- Understanding market linked pensions
- Residential aged care strategies
- Are trustees prepared for retirement ?
- Pensioner Concession Cards and the impact of 1 January 2017
- SMSF Retirement Insights Volume 5: Are trustees prepared for retirement?
- Preservation components vs tax components when paying benefits
- SMSF trustees and retirement
- The Age Pension and SMSFs
- End of 2015-16 SMSF tax considerations
- How will the budget changes affect SMSFs
- Federal budget report 2016-17
- Using a bucket strategy to maximise your client's SMSF balance in the face of market volatility
- Creating estate certainty for those entering aged care
- Navigating Income Streams
- SMSF Retirement Insights Volume 4: Pension strategies for SMSF retirees
- Navigating aged care rental income
- Boosting retirement savings through a personal deductible contribution strategy
- When estate planning overlaps with retirement planning
- Aged care advice opportunities
- Understanding defined benefit pensions in an SMSF
- The cash flow challenge for low means aged care residents
- Relevant numbers applying for the Age Pension when you have pensions in an SMSF
- New guidance on ability to claim ECPI when pension standards are not met
- SMSF insights & updates
- TTR case study increase superannuation savings and reduce tax
- Exempt current pension income - Getting it right
- How to obtain specific SMSF guidance from the ATO
- SMSF Retirement Insights Volume 3: Bridging the prosperity gap
- The rebalancing of the assets test
- Transition period for collectables and personal use assets expires 1 July 2016
- Contributions tax treatment for high income earners
- Examples of segregation
- End of 2014-15 financial year checklist
- A guide to the Commonwealth Seniors Health Card from 1 January 2015
- Federal budget report 2015-16
- Retirement healthy wealthy and wise
- SMSF Retirement Insights Volume 2: SMSF Trustees – healthier, wealthier and living longer
- Removal of double taxation on excess non concenssional contributions
- Segregated pensions - meeting the pension standards when using notional sub-accounts
- Legislative update 2015
- The Ying and Yang of retirement
- Taking full advantage of contributions and rollovers
- An update on the maximum payment limits of transition to retirement pensions in an SMSF
- The Age Pension and SMSFs
- SMSF Retirement Insights Volume 1: Retirement Adequacy
- Deeming of account-based income streams
- Issues with segregating large assets
- Rolling back and recommencing pensions
- Account based pensions
- Calculating capital gains in a segregated fund with carried forward losses
- Carrying forward capital losses where a fund is fully in pension phase
- Certainty on pensions
- Changes to Centrelink treatment of account based pensions
- Claiming ECPI where the minimum payments are not met
- Conditions of release: how to access you superannuation
- Continued tax exemptions after the death of a member
- Contributions reserving
- Deductibility of insurance premiums in an SMSF
- Insurance part I: Understanding insurance
- Insurance part II Insuring through super
- Minimum pension standards
- Overview of defined benefit pensions
- Pension commencements and the tax exempt percentage
- Planning for retirement, how long will i live?
- Transition to retirement pensions
- Treatment of income and expenses when the fund is segregated
- TTR consequences of exceeding maximum pension payments
- Understanding segregation
- Retirees and inflation: why is it a risk and can it be managed?
- Your money or your life? is either certain for retirees?
- Federal budget report 2014-15
- Understanding annuities