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.
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.
From all of us at Stellar, and Tribe Group, we wish you had a Merry Christmas and all the best for the New Year.
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.
The ATO will be writing to SMSFs that have all their retirement savings tied up in CryptoCurrency and Property. This is an interesting article from the Australian.
Brooke Hepburn-Rogers has been named a finalist in the Women in Finance Awards for Accountant of the Year.
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.
Over my 18 years of experience within the industry, I have seen Trustees incorrectly accounting for the Goods and Services Tax (GST) within their self-managed superannuation fund (SMSF).
From 1 July 2017, superannuation fund members are subject to a $1.6 million transfer balance cap (TBC) which limits the tax exemption for assets funding superannuation pensions.
The TBC encompasses a significant amount of monitoring for an individual. This monitoring is to be facilitated by the Australian Taxation Office’s (ATO) event-based reporting framework.
Event-based reporting is a significant shift in SMSF administration processes. Therefore, it is essential SMSF trustees understand the event-based reporting framework and get it right.
Brooke Hepburn-Rogers and Stellar Super Pty Ltd have been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.
