Tag Archives: Canberra

Superannuation death benefit limitations

As an SMSF trustee, you need to take special care when paying death benefits as you are responsible to ensure 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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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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The Coalition wins a third term – your superannuation policy update

The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election.

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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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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.


Have you considered what you will do if an unexpected event occurs?

Your SMSF is a long-term plan.  Much can happen during this time including illness, incapacity or death of a member.

It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving you as the sole member are you happy to continue with the SMSF?

Outlined are some issues to consider planning for as trustees.  Leaving the planning to when, and if an event happens may be too late.

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Government delivers SMSF friendly 2018-19 Federal Budget

An SMSF friendly budget is good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes which took effect from 1 July 2017, this Federal Budget will provide much-needed stability while looking to reduce costs for SMSFs and prove additional flexibility.

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