Check out how our firm has worked with a business client for over 15 years and implemented strategies to eliminate CGT and to provide a possible tax free income stream for this clients family. Excited? You bet I am.

Before you set up a self-managed superannuation fund (SMSF) you need to ensure you are eligible to be a member and trustee, and understand your responsibilities.

The Australian Tax Office (ATO) has recently changed the way it assesses income earned by assets paid for by a Self Managed Super Fund (SMSF) borrowings. In some cases, income earned by assets in this category will be treated as non-arm’s length and won’t qualify for the tax concessions available within super.