Investment Strategy Guidance Released by ATO

Investment Strategy Guidance Released by ATO

        Following on from our blog on the importance of an investment strategy review, the ATO has released further guidance for SMSF investment strategies. The ATO stated that the investment strategy of an SMSF should be ‘your plan for making,...
Is it Time to Update your Trust Deed?

Is it Time to Update your Trust Deed?

Think back, when was your trust deed last updated? A deed should not be a document filed away and never looked at again.  A trust deed is an essential legal document that sets out what trustees need to do to comply with the Superannuation Industry (Supervision) Act....
Audit Your Superfund wins SMSF Adviser Award

Audit Your Superfund wins SMSF Adviser Award

Audit Your Superfund is excited to announce we have been awarded the SMSF Adviser’s Editor’s Choice Award for providing outstanding service to our local SMSF community.  Audit your Superfund has won the state-based Metro Firm of the Year 2019. AYS’...
Work Test Exemption Explained

Work Test Exemption Explained

There have been some changes to the work test exemption from 1 July 2019. See below further information regarding these changes.  The Work Test – What is it? The work test generally applies from a member’s 65th birthday. To satisfy the test, a member must have...