Tag Archives: Brooke Hepburn-Rogers

COVID-19 – Providing concessions for the LRBA in my SMSF

The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals.

If your SMSF has a related party loan and is impacted due to the financial effects of COVID-19, you may be able to provide your LRBA with relief under an agreed commercial arrangement.

Ordinarily, not paying market interest rates in an SMSF is usually a breach of superannuation laws. However, the ATO have provided guidance which allows SMSFs with an LRBA to negotiate a reduction in or waiver of interest payments because of the financial impacts of the COVID-19.

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COVID-19: Negative returns – looking for the positive?

Despite well formulated investment strategies and appropriate investment advice, no trustee could have foreseen the impacts of COVID-19 on financial markets globally. Whilst history suggests that a strong recovery is likely within a relatively short period after large market corrections, it is still too early to know the impact of COVID-19 on members’ retirement plans.

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2020 Superannuation Specialist Accountant of the Year – Australian Accounting Awards

Stellar Super  enjoyed a great night at the Australian Accounting Awards, hosted by Vince Sorrenti. Stellar Super was excited and proud to take home the 2020 Superannuation Specialist Accountant of the Year award for Brooke Hepburn-Rogers, our Director.

The Australian Accounting Awards is regarded as 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.

https://www.accountantsdaily.com.au/australian-accounting-awards/about


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 →


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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STELLAR NEWS

From all of us at Stellar, and Tribe Group, we wish you had a Merry Christmas and all the best for the New Year.

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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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On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise.

It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance.

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