Blog

Guidance Regarding the Payment of Death Benefits

- Friday, June 26, 2015

The Superannuation Complaints Tribunal, which can resolve disputes between large superannuation funds and their members, recently provided some guidance regarding the payment of death benefits from superannuation funds, possibly because the largest category of complaints the Tribunal determined  ..

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ATO Supporting Small Business to Implement SuperStream

Scott Robertson - Tuesday, June 23, 2015

As the SuperStream rollout for small businesses continues, the ATO claims that it is helping employers in select industries who need support implementing SuperStream. The ATO has also stated: "With only two quarters left until SuperStream becomes mandatory, now is a good time for employ ..

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SMSFs and trauma insurance

- Tuesday, September 16, 2014

From 1 July 2014, an SMSF can generally only provide an insured benefit for a member that is consistent with one of the following conditions of release of a member's superannuation benefits: death; terminal medical condition; permanent incapacity (causing the member to permanently c ..

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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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ATO Encouraging Women To Put More Into Super

- Thursday, March 13, 2014

The ATO is encouraging women to take an active interest in their superannuation to help overcome the retirement savings shortfall many are currently experiencing, saying “It’s never too late". Assistant Commissioner Megan Yong said, “On average, Australian women currently r ..

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High Risk Industries Targeted For Super Obligations

- Tuesday, March 11, 2014

The ATO has identified that employers in the following industries have a higher risk of not meeting their super obligations: hairdressing and beauty; clothing retailing; and management advice and consulting. The ATO is currently running an education campaign for business owners in  ..

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