Articles - Rules

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Super, Rules|Free
In last night’s budget sweeping changes were announced for the superannuation system, leaving few unaffected. Read more
Super, SMSF, Rules|Free
If your fund has individual trustees you may wish to change to a company instead. In this article we explain how to go about it. Read more
Super, Rules, Strategies|Free
Contribution splitting is a neat way to shift super between spouses. We explain why you might do it and how. Read more
Super, SMSF, Rules, General|Free
A number of recent court cases have emphasised the importance of getting your estate planning right. We explain what you need to know and what you can learn from the misfortune of others. Read more
Super, SMSF, Rules, General|Free
By 30 June many employers will need to meet the SuperStream data standards when paying contributions. We explain the new rules and the steps you need to take. Read more
Super, Basics, Rules, General|Free
As you age, your super goes through different phases. Liam Shorte and Richard Livingston explain the basics. Read more
Super, Rules, General, Strategies|Free
If you were collecting the age pension and a super pension before 1 January 2015, you’re ‘grandfathered’ (exempt) from the current Income Test. We’ll help you make sure you stay that way. Read more
Super, Basics, Rules, General|Free
If you’re eligible for the age pension it’s important to understand the tests. We highlight what you need to know. Read more
Super, SMSF, Rules|Free
A corporate trustee is more expensive upfront, but the long-term benefits outweigh the cost. Read more
Super, SMSF, Rules|Free
We explain what might land an SMSF trustee with a speeding ticket and some simple strategies to reduce the exposure. Read more