A Will is a legal document that clearly sets out how you want your Estate (property, finances and belongings) to be distributed when you die. It is recommended that everyone 18 years and over should …
Wills & Estate Planning
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 …
[Read more...] about Transition to Retirement – Access Super While Still Working
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 …