Author Archives for wybenga_admin

Avoid LRBA structure short cuts

August 25, 2025 12:00 am Published by Comments Off on Avoid LRBA structure short cuts

SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.


Challenges with TBC increase for those in pension phase

August 22, 2025 12:00 am Published by Comments Off on Challenges with TBC increase for those in pension phase

The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.


Death benefits not reliant on probate

August 20, 2025 12:00 am Published by Comments Off on Death benefits not reliant on probate

A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.


ATO flags October SAR lodgment date

August 18, 2025 12:00 am Published by Comments Off on ATO flags October SAR lodgment date

The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.