Leenane Templeton – Newcastle Business Accountants, Business Advisors & Financial Planners Leenane Templeton – Newcastle Business Accountants, Business Advisors & Financial Planners Leenane Templeton – Newcastle Business Accountants, Business Advisors & Financial Planners Leenane Templeton – Newcastle Business Accountants, Business Advisors & Financial Planners
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Leenane Templeton – Newcastle Business Accountants, Business Advisors & Financial Planners Leenane Templeton – Newcastle Business Accountants, Business Advisors & Financial Planners
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deceased estate

Can a surviving spouse claim their deceased spouse’s super when they are also the executor of their estate?

The recent case of Burgess v Burgess [2018] WASC 279 (‘Burgess’) continues a line of cases that consider the conflict that arises where a person acts as executor of a... read more →
  • March 27, 2019
  • Self managed super funds, SMSF

Is an alternate director for an SMSF better than a successor director? Part 1

We compare the option of a director nominating an alternate director in contrast to nominating a successor director in a self managed superannuation fund (‘SMSF’) context to determine which is... read more →
  • February 11, 2019
  • SMSF
tax planning

Total superannuation balance and limited recourse borrowing arrangements: Part 2

Under certain circumstances, an individual member’s total superannuation balance (‘TSB’) will be increased by their share of the outstanding balance of a limited recourse borrowing arrangement (‘LRBA’) that commenced on... read more →
  • January 18, 2019
  • SMSF
SMSF borrowing for property

Total superannuation balance and limited recourse borrowing arrangements: Part 1

If the Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2018 (‘Bill’) becomes law, an individual member’s total superannuation balance (‘TSB’) may be increased by their share of the... read more →
  • January 8, 2019
  • SMSF

The new ipso facto regime and SMSFs

The new law pertaining to ‘ipso facto’ clauses came into operation on 1 July 2018. This article highlights the relevance of the new law for SMSFs. Note that the law... read more →
  • November 29, 2018
  • Accounting, SMSF
SMSF director disqualification

What disqualifies you from having an SMSF

This article covers the main ways a person becomes a disqualified person, the consequences of disqualification and the options available to those who are disqualified. (We refer to a trustee... read more →
  • November 27, 2018
  • SMSF
account based pensions

Minimising lost opportunity: Payments above ABP minimum

Significant time has passed since the introduction of the transfer balance cap (‘TBC’). During this period, many have become aware of the potential trap caused by the TBC for SMSF... read more →
  • November 1, 2018
  • Self managed super funds, SMSF
having a SMSF bank account

Why should the deposit be paid by the SMSF trustee?

When self managed superannuation funds (‘SMSFs’) borrow to acquire real property one of the common mistakes is not having the deposit paid from the bank account of the SMSF trustee.... read more →
  • October 10, 2018
  • SMSF

Strategies to reduce your total superannuation balance Pt 3

Due to the importance of total superannuation balance (‘TSB’) testing under the major superannuation reforms, fund members have a strong incentive to carefully monitor their TSB over time and plan... read more →
  • August 30, 2018
  • SMSF
Strategies for SMSFs

Strategies to reduce your total superannuation balance: Part 2

An individual’s total superannuation balance (‘TSB’) determines many of their superannuation rights, entitlements and obligations. Accordingly, there is a strong incentive for individuals to carefully monitor their TSB over time,... read more →
  • August 23, 2018
  • SMSF
SMSF Strategies

Strategies to reduce your total superannuation balance: Part 1

An individual’s total superannuation balance (‘TSB’) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an excess arising. Accordingly, there is... read more →
  • August 16, 2018
  • SMSF

Proposed SG amnesty raises opportunities and risks

On 24 May 2018, the government announced a 12 month superannuation guarantee (‘SG’) amnesty (‘Amnesty’) that proposes to give employers an opportunity to rectify past SG non-compliance without penalty. If... read more →
  • July 19, 2018
  • SMSF

What is the status of contribution reserving in light of SMSF Regulators Bulletin

Earlier this month, the ATO released Self Managed Superannuation Fund Regulator’s Bulletin SMSFRB 2018/1. It contains some of the most important information available on the use of reserves for SMSFs.... read more →
  • April 9, 2018
  • SMSF

How will the First Home Super Saver Scheme work for SMSFs?

For those who are interested in purchasing their first residential premises, the First Home Super Saver (‘FHSS’) Scheme may be an option worth exploring. We consider the questions below regarding... read more →
  • February 5, 2018
  • SMSF
SMSF downsizing contributions

How will downsizer contributions work for SMSFs?

To reduce pressure on housing affordability, downsizer contributions provide an incentive for super fund members aged 65 years or older to sell a main residence. The Treasury Laws Amendment (Reducing... read more →
  • January 23, 2018
  • SMSF
family trust resolutions

Who is your relative for SMSF purposes and why is this relevant?

It is important to understand who is an individual’s relative for superannuation law purposes as the Superannuation Industry (Supervision) Act 1993 (Cth) ('SISA') imposes certain boundaries on an SMSF’s activities... read more →
  • November 28, 2017
  • SMSF
death-benefits-SMSF-tax

Tax treatment of death benefits paid from SMSF to the estate

Demystifying the tax treatment of death benefits paid from an SMSF to the estate The tax treatment of death benefits paid from an SMSF to a deceased member’s estate can be... read more →
  • August 28, 2017
  • SMSF
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Newcastle Accountants Leenane Templeton are Chartered Accountants, Business Advisors, Financial Planners, Self Managed Super Fund Specialists and Risk advisors.

Leenanes
leenanes Newcastle Accountant @leenanes ·
28 Jul

Young families: Estate planning isn’t just for later in life.
It’s about protecting your kids, securing your assets, and having peace of mind now.👉 Start here:

#EstatePlanning #ParentLife #FamilyFinance #AustraliaLaw

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leenanes Newcastle Accountant @leenanes ·
14 Jul

Is your business financially ready for 2025-26?
Start the new financial year strong with a smart, achievable plan 💼📈

Tips on forecasting, budgeting, and cash flow in one handy guide 👇
🔗

#SmallBusinessAU #EOFY #BusinessPlanning #FinanceTips #CashFlow

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leenanes Newcastle Accountant @leenanes ·
7 Jul

New financial year = fresh business opportunity. 📊
Time to reset your business plan, refocus your goals & restart strong.

🔗

#EOFY #BusinessTips #SmallBusinessAU #Strategy2025 #BusinessReset

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leenanes Newcastle Accountant @leenanes ·
1 Jul

Happy New Financial Year = Happy New Financial Habits!

Here are 10 must-do money moves to keep you on track in 2025/26 – from budget hacks to tax-smart strategies 💡💰
👉

#FinanceTips #EOFY #MoneyMatters #Australia #FinancialYear2025

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