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Shane Ellis
ATO Bans 149 SMSF Trustees
The ATO disqualified more than 140 SMSF trustees in the December quarter 2023, with an overall 374 trustees disqualified during the first...


Shane Ellis
Younger SMSF trustees entering investment market
The age of SMSF investors is continuing to decline as younger members take a more active role in managing their portfolios, says a...


Shane Ellis
ATO targets illegal SMSF withdrawals
Illegal withdrawals totalling more than half a billion dollars have been made from self-managed super funds (SMSFs). The Australian Tax...


Shane Ellis
Why is an Enduring Power of Attorney crucial within an SMSF?
The pivotal role of an Enduring Power of Attorney (EPOA) cannot be overstated, especially within the realm of Self-Managed Superannuation...


Shane Ellis
Court Confirms Capacity To Make a BDBN
A recent court ruling is a reminder to advisers that capacity is determined by whether a person understands a relevant document after it...


Shane Ellis
Every Conversation About Death is Ultimately One About Life.
There are so many moving parts to making sure your estate planning and wealth protection is taken good care of. You might have found that...


Shane Ellis
How To Avoid a Crisis In Family Wealth Transfers
The “worst conversation” of Marisa Broome’s life was when her father, David, a former senior banker, acknowledged his rapidly advancing...


Shane Ellis
SMSFs Outperform APRA Funds
‘This is big’: The stark difference between APRA funds and SMSFs in retirement Members of SMSFs are significantly more likely than...


Shane Ellis
When Is One SMSF Truly Better Than Two?
...Or does obtaining the desired outcome arise from focused, clear and proper planning regardless of what type and number of structures...


Shane Ellis
The Round-To-It Approach To Estate Planning Is Safest - Part 2
Part 2 - Do you want fries with that?! Consulting with an experienced lawyer is crucial to you ensuring that your Estate Planning and...

Shane Ellis
Power of Attorney for SMSFs Critical in Incapacity!
Nominating an enduring power of attorney prior to the possibility of incapacity is vital for SMSF trustees. Appointing an enduring power...


Shane Ellis
Warning Signs From Aussie Super Funds – Time to Act?
We were sent an eye opening press release last week and feel compelled to share it. Unsurprisingly not picked up by the mainstream...


Shane Ellis
The Round - To - It Approach To Estate Planning Is Safest!
Part 1 - A half baked potato is still a half baked potato! I sat there stabbing away with my fork, but there was nothing I could do to...


Shane Ellis
Leases for SMSFs Critical
Advisers need to satisfy all elements involved when looking to comply with the in-house asset rules relating to commercial property. A...


Shane Ellis
Specialist SMSF advisers in demand
The Quality of Advice Review (QAR) has provided a vehicle for advisers to clearly define the difference between advice as a professional...


Shane Ellis
Most significant changes to property law in 50 years on the horizon - QLD
The Property Law Bill 2023 (the Bill) heralds the most significant changes to property law in Queensland in 50 years. The Bill, which...


Shane Ellis
Your Total Super Balance (TSB)
The lead up to 30 June 2023 provides an opportunity to revisit your TSB as at 30 June 2022 to re-evaluate whether you are entitled to...


Shane Ellis
Data visibility, education ‘top priorities’ for younger SMSF trustees
An increase in younger people setting up SMSFs means accountants will need to rethink their approach, according to a software firm. With...


Shane Ellis
Australia's worst-performing super funds revealed
A host of Equity Trustees and OnePath options once again dominated the worst-performing and most expensive Choice products in APRA's...
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