Budget Edition

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  1. All Things Budget 2022

    Welcome to our latest newsletter, Budget Edition, in which we consider the main items in the budget handed down on 29 March 2022 that may impact our super clients. Extension of the temporary reduction in super minimum draw down rates The Government has extended the 50% reduction of the superannuation minimum drawdown requirements for account-based pensions and similar products for... More Information

  2. LRBAs and related party leases: what you need to know

    LRBAs and related party leases: what you need to know

    A common strategy implemented by business clients is to buy a commercial property (usually the premises from which their business is run) via their SMSF and then lease this property back to the related party.  Borrowings are often used to finance the acquisition.  The complexity arises when the related party tenant wants to make changes or improvements to the property,... More Information

  3. Divorce on the horizon?

    Aside from the emotional turmoil that a divorce brings to a family situation, there are an enormous range of financial issues to be worked through.  Here we breakdown the key issues from an SMSF perspective: 1. Despite the extent of breakdown in the marriage, the law is very explicit about the expectations of all Trustees to continue to “act in... More Information

  4. What Tax Deductions can your SMSF Make?

    Whether or not expenses are deductible is largely about common sense.  If the investment is allowable under the Superannuation Industry Supervision (SIS) Act, or the cost is genuine in running your fund, then chances are, it is a deductible expense.  It’s actually as much about remembering to record such expenses so that you can make the claim. You can get... More Information