NTAA Newsletters

​Do BDBNs need to be renewed every three years? Practical compliance guidelines issued regarding SMSF limited recourse loans. Paperwork and actuarial requirements for an SMSF pension. Still time to prepare for 1 July.

- APRIL 2016

Change of ATO approach with reporting contributions to an SMSF under a contribution reserving strategy. Disability superannuation benefit – medical certificates. “Accountants’ Exemption and YOU” seminars completed.

- AUGUST 2015

Only one year to go. Meaning of “legally qualified medical practitioners” for super purposes. SMSF liable to repay contributions received in breach of director’s duties. Utilising the lifetime CGT cap to boost retirement savings!

- JUNE 2015

​Do BDBNs need to be renewed every three years? Practical compliance guidelines issued regarding SMSF limited recourse loans. Paperwork and actuarial requirements for an SMSF pension. Still time to prepare for 1 July.

- APRIL 2016

Change of ATO approach with reporting contributions to an SMSF under a contribution reserving strategy. Disability superannuation benefit – medical certificates. “Accountants’ Exemption and YOU” seminars completed.

- AUGUST 2015

Significant penalties for super fund contraventions. Commutation of a transition to retirement income stream. No “special circumstances” in relation to excess super contributions. Can an SMSF engage a member builder/tradie? Comparison of fund will be key.

- DECEMBER 2014