Author Archives for wybenga_admin

Capital losses can help reduce NALI

September 15, 2024 12:00 am Published by Comments Off on Capital losses can help reduce NALI

Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.


Beware of terminal illness payout time frame

September 12, 2024 12:00 am Published by Comments Off on Beware of terminal illness payout time frame

If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.


Treasurer unveils design details for payday super

September 6, 2024 12:00 am Published by Comments Off on Treasurer unveils design details for payday super

 

The government has released further details about the design of its payday super policy including an updated super guarantee charge framework. 

 


Capacity doubts now more common

August 25, 2024 12:00 am Published by Comments Off on Capacity doubts now more common

The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.