Author Archives for wybenga_admin

Birth date impacts bring-forward NCCs

December 25, 2025 12:00 am Published by Comments Off on Birth date impacts bring-forward NCCs

The provisions allowing SMSF members to trigger the NCC bring-forward rules in a subsequent financial year are birth-date sensitive.


Move assets before death to avoid tax implications

December 18, 2025 12:00 am Published by Comments Off on Move assets before death to avoid tax implications

Mitigating the impact of death benefit tax can be supported by ensuring the SMSF deed allows for the transfer of assets out of the fund in a timely manner, a legal specialist said.


Call for SMSF ‘nudge’ in DBFO package

November 25, 2025 12:00 am Published by Comments Off on Call for SMSF ‘nudge’ in DBFO package

The peak SMSF body has called on the government to extend the member ‘nudge’ rules beyond industry and retail super funds.