Author Archives for wybenga_admin

Move assets before death to avoid tax implications

December 18, 2025 12:00 am Published by Comments Off on Move assets before death to avoid tax implications

Mitigating the impact of death benefit tax can be supported by ensuring the SMSF deed allows for the transfer of assets out of the fund in a timely manner, a legal specialist said.


Call for SMSF ‘nudge’ in DBFO package

November 25, 2025 12:00 am Published by Comments Off on Call for SMSF ‘nudge’ in DBFO package

The peak SMSF body has called on the government to extend the member ‘nudge’ rules beyond industry and retail super funds.

 


Beware pushy sales tactics targeting your super

November 22, 2025 12:00 am Published by Comments Off on Beware pushy sales tactics targeting your super

The Australian Securities and Investments Commission (ASIC) has warned Australians to beware of high-pressure sales tactics aimed at getting people to switch superannuation providers.


Stress-test SMSF in preparation for Div 296

November 18, 2025 12:00 am Published by Comments Off on Stress-test SMSF in preparation for Div 296

SMSFs that hold farms or small businesses should do a “stress test” on their funds in preparation for the Division 296 tax, a leading adviser has said.