Tag Archives: BHR

Brooke Hepburn-Rogers has been shortlisted for the Australian Accounting Awards 2020

Accountants Daily’s Australian Accounting Awards showcases the industry’s most prestigious accolades recognising excellence across the entire accounting industry. The awards pinpoint professional development and innovation, showcasing both the individuals and firms which are leading the way in the industry.

Award recipients represent a true cross section of the accounting industry, recognising the contributions of the profession’s most senior ranks through to its rising stars.

The finalists which are announced over several weeks beginning on 11 May 2020, features over 260  high-achieving accounting professionals across 33 submission-based categories. Continue reading


COVID-19 – The Government’s economic stimulus packages explained

Over the past two weeks the Government has announced two economic stimulus packages to cushion the economic impact of the Coronavirus.

A total of $189 billion is being injected into the economy by all arms of Government in order to keep Australians in work and businesses in business.

This includes $17.6 billion for the Government’s first economic stimulus package, $90 billion from the RBA and $15 billion from the Government to deliver easier access to finance, and $66.1 billion in yesterday’s economic support package.

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Superannuation death benefit limitations

As an SMSF trustee, you need to take special care when paying death benefits as you are responsible for ensuring that the payment rules are met. Strict rules apply, affecting who can receive a death benefit, the form in which the death benefit can be paid and the timing of such a payment.

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Superannuation death benefits – review succession plans

Regardless of the size of your superannuation benefits, it is vital that you sort out your estate plans to ensure that you have a well prepared estate plan so that the right assets go to the right beneficiaries.  You need to make sure that you get holistic estate planning advice and have arrangements in place to review your estate plans regularly. Estate plans are not to be set and forgotten.

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Member Profile – Brooke Hepburn-Rogers

Graduate Certificate of SMSF – University of Adelaide

Graduating from The University of Adelaide, for the second time, with the Graduate Certificate of SMSF is an accomplishment that I am proud of.

I was first made aware of the Professional Certificate of SMSF whilst attending the SMSF Association’s Annual National Conference several years ago. The idea of having further education that was specific to my industry was incredibly interesting, particularly in how beneficial it would potentially be for me to grow as an Industry Professional.

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Women in Finance Awards 2019 – Finalist Accountant of the Year

Brooke Hepburn-Rogers has been named a finalist in the Women in Finance Awards for Accountant of the Year.

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Government delivers surplus election friendly 2019-20 Federal Budget

A surplus election budget is the news coming out of the 2019-20 Federal Budget. With superannuation left largely untouched, the Government focused on further personal income tax cuts.

However, three key announcements include providing more flexibility for individuals to contribute at ages 65 and 66, the ability to choose their preferred exempt income tax method and increased funding for electronic super rollovers are welcomed.

This Federal Budget will provide much-needed stability and flexibility for SMSF members while looking to reduce red tape.

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UK Pension – Transfer to Australian Self-Managed Superannuation Fund

We have had success in transferring UK pensions over to an Australian self-managed superannuation fund (SMSF).

There is now an age restriction of 55+ for the members of an SMSF who would like to transfer their pension from the UK, and a deed upgrade will need to occur, however we do see a large increase of Australians working in the UK and having pension scheme balances, that used to feel ‘lost’ upon returning to Australia.

If this is something that you think you could benefit from or would like further information, please contact our office.