Blog

SMSF Trustees may soon be fined for breaches by their fund.

Scott Robertson - Monday, April 14, 2014

Newly enacted legislation will apply to impose penalties on trustees for contraventions occurring in their super fund from 1 July 2014. They will also apply to contraventions that were made prior to 1 July 2014 and continue after that date. For example, if a fund has lent ..

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Why we must all exercise great care with super at year ended

Scott Robertson - Friday, April 11, 2014

Note: This case involves a taxpayer being penalised with excess contributions tax (ECT) because payments that his bookkeeper was supposed to make in the 2009 and 2011 years inadvertently all ended up in the 2010 year. As is often the case with ECT, this all ended in tears. The taxp ..

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Super Update From The ATO

Scott Robertson - Friday, March 07, 2014

Some SMSF statistics As at 30 September 2013, there were over 516,000 SMSFs holding around $531 billion in assets. Although SMSFs are nearing one million SMSF members (980,000), or 8% of the 11.6 million members of Australian super funds, they account for 31% of the $1.6 trillion total supe ..

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