Tag Archives: BHR

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.


Stellar Super Pty Ltd and Brooke Hepburn-Rogers have been shortlisted for SMSF and Accounting Awards 2018

The adviser and firm from Canberra are officially in the running to take home 4 awards at the prestigious SMSF and accounting event of the year.

Stellar Super joins the roster of finalists to win SMSF Firm of the Year at the SMSF and Accounting Awards 2018. The first-of-its-kind, the nationwide industry event recognises state-based performance in SMSF and accounting professions across Australia.

Brooke Hepburn-Rogers is a finalist to win:

– SMSF Adviser of the Year

– SMSF Accounting Professional of the Year – Metro

– SMSF Specialist Accountant of the Year

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Women in Finance Awards 2018

Brooke has been shortlisted, the second year running, for the prestigious Women in Finance Awards, partnered by NAB, and is in the running to take out one of Australia’s top industry awards, for SMSF Adviser of the Year.

In its second year, the Women in Finance Awards, which covers 28 categories, highlights the outstanding work of women within financial services and puts them on a national stage to support the continuing growth and development of women in the financial arena.

The winners will be announced at a black-tie awards dinner on Thursday, 20 September at The Star, Sydney.


End of the financial year – is your SMSF ready?

With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out of your SMSF.

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