Large sums are often payable from a super fund when someone dies, particularly with recent super reforms, and with many funds containing life insurance policies. However, death benefits are not …
Superannuation
Transition to Retirement – Access Super While Still Working
A Member of a Superannuation Fund no longer needs to stop working to access his or her superannuation savings. The law allows a Member to access their super while they are still working as long as he …
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Residency Status for SMSFs
There are 3 tests that a Self-Managed Superannuation Fund (“SMSF”) must meet in order to be treated as an “Australian Superannuation Fund” under the Income Tax Law, which are: The SMSF is …