Tag Archives: Canberra

Shield Wealth and Stellar Super, in conjunction with Paul Salinas, from Campbell & Co Lawyers are hosting boardroom sessions in March.

Estate planning is a subject that we don’t like to think about but in its simplest form, it is just about ensuring peace of mind. It is about making sure that the investments you make now are passed on to your family or beneficiaries in the most effective way.

Developing an effective estate plan will ensure that:

• Any tax payable is minimised

• The ownership of assets passes to the right beneficiaries

• The assets are protected if any beneficiary has any legal issues

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Trust deeds in the new SMSF world – Benefit payments and estate planning

The superannuation trust deed, along with the superannuation laws, form the governing rules that a self-managed super fund (SMSF) need to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning. With the new super rules in effect as of 1 July 2017, now is the right time to review if your trust deed needs to be enhanced or amended to deal with the new approaches and strategies you may need to implement.

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SMSF Auditor Only Service

At Stellar Super we are passionate about helping our clients get the most from their Self-Managed Super Funds (SMSF’s) – what we deliver is confidence in the Super Advisory process.

 We are offering an “audit only” service for financial providers who like to offer independent, third-party audits for their clients, as well as for SMSF Trustees that prepare their year-end work.

Our fee for this service will be a flat-rate,  no matter the size of the SMSF, and you can be assured of privacy for your firm and your clients.

Our ASIC registered SMSF Auditors have extensive knowledge in this area and will be able to ensure a high quality and professional experience for your clients.

If you would like additional information about our services, please contact us at our office.


New reporting requirements for superannuation pensions

With the new super rules beginning on 1 July 2017, your requirement to report information about your SMSF and the pensions it pays you and other fund members may be changing. This is driven by the introduction of the new $1.6 million transfer balance cap which limits the number of assets you can use to pay pensions from super with.

Currently, pensions only need to be reported once a year through the SMSF annual tax and regulatory return to the Australian Taxation Office (ATO).

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Stellar-Super

SMSF Audits – Independent Third Party

As Stellar Super we are passionate about helping our clients get the most from their Self-Managed Superannuation Funds (SMSFs) – What we deliver is confidence in the Super Advisory process.

We offer an audit service, to Trustees and other SMSF professionals,  who would like an independent, third party, audit. Our fee for this service is a flat rate, no matter their size of the Fund, and you can be assured of privacy.

Our ASIC registered SMSF auditor has extensive knowledge in this area and will be able to ensure a high quality and professional experience.

Please contact us at 02 6274 0400 or superadmin@tribegroup.com.au.


Stellar-Super

Trust deeds in the new SMSF world – Benefit payments and estate planning

Trust deeds in the new SMSF world – Benefit payments and estate planning

The superannuation trust deed, along with the superannuation laws, form the governing rules that a self-managed super fund (SMSF) need to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning. With the new super rules in effect as of 1 July 2017, now is the right time to review if your trust deed needs to be enhanced or amended to deal with the new approaches and strategies you may need to implement.

Continue reading →


Finalist Announcements

Stellar Super Pty Ltd is in the running to take out several of Australia’s most coveted SMSF awards.

We have been shortlisted as finalists in the following awards:

SMSF and Accounting Awards 2017 – NSW/ACT

  • SMSF Firm of the Year
  • SMSF Adviser of the Year
  • SMSF and Accounting Professional of the Year – Metropolitan
  • SMSF Specialist Accountant of the Year

Women In Finance 2017 – Nationwide

  • SMSF Adviser of The Year

We are humbled by this recognition and it is wonderful to be eligible for this accolade.

The winners will be announced on the 21st September and the 2nd November, in Sydney.


2017 SMSF and Accounting Awards

Brooke Hepburn-Rogers and Stellar Super Pty Ltd are in the running to take out one of Australia’s most coveted SMSF awards.

Brooke Hepburn-Rogers and Stellar Super Pty Ltd have been shortlisted as finalists in the following awards, at the state-based 2017 SMSF and Accounting Awards hosted by SMSF Adviser, Australia’s top publication for SMSF professionals:

  • SMSF Adviser of the Year — Brooke Hepburn-Rogers
  • SMSF and Accounting Professional of the Year – Metropolitan — Brooke Hepburn-Rogers
  • SMSF Firm of the Year – Stellar Super Pty Ltd
  • SMSF Specialist Accountant of the Year — Brooke Hepburn-Rogers

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Stellar Self Managed Super

Survey – Stellar Annual Conference

We are looking at holding an annual SMSF seminar next year, touching on areas from legal experts, auditors and much more. Would you please complete the included Survey so we can ensure an optimum outcome?

https://www.surveymonkey.com/r/PGJTDCQ