SMSF and Estate Planning

SMSF and Estate Planning

A self managed super fund is an excellent tool for estate planning when things are done correctly. When things are not done correctly or poor documentation is in place this can go unnecessarily wrong with potentially drastic consequences. Our firm was involved in...
SMSF and Estate Planning

Personal Property Securities Register (“PPSR”)

Please be aware that the transitional period for the PPSR will cease on 31 January 2014. The PPS legislation has been in place for two years now and the period where pre 20 January 2102 arrangements could be afforded some protection is concluding. Practically this...
SMSF and Estate Planning

ATO Superstream Standards for Contributions

Under this standard employers with 20 or more employees must make super contributions electronically with all contribution data also sent electronically from 1 July 2014.  Likewise all super funds must receive contributions electronically as well – including self...
SMSF and Estate Planning

2014 Geelong Business Excellence Awards

The 2014 Powercor Geelong Business Excellence Awards (the Awards) was officially launched on Thursday 13th February 2014. The event was held at the Waterfront Kitchen, Deakin Waterfront in conjunction with the Geelong Chamber February After 5 networking event. 2014...
SMSF and Estate Planning

Non-Profit Organisations Targeted

The Australian Taxation Office (ATO) have recently directed their audit attention to the non-profit sector. The organisations that the ATO have been targeting are predominantly those who have not lodged an income tax return for a number of financial years, on the...