Category: Uncategorized

Have you considered what you will do if an unexpected event occurs?

Have you considered what you will do if an unexpected event occurs?

Your SMSF is a long-term plan.  Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place…

Are you ready for the 1 July 2017 super changes?  Part 2:  I have more than $1.6m in pension phase so what are my options?

Are you ready for the 1 July 2017 super changes? Part 2: I have more than $1.6m in pension phase so what are my options?

The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament.  Amongst those changes was the introduction of a $1.6 million transfer balance cap which limits…

Are you ready for the 1 July 2017 superannuation changes?

Are you ready for the 1 July 2017 superannuation changes?

Last month saw the changes to superannuation in the May 2016 Federal Budget passed and receiving Royal Assent. They are now law. A summary of the final superannuation reforms is as…