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The Major Parties’ Superannuation and Tax Policies

The Major Parties’ Superannuation and Tax Policies

The federal election has been called for May 18 and both major parties have outlined their superannuation and tax policies. With the federal election only weeks away many of our…

Government delivers surplus election friendly 2019-20 Federal Budget – Leaves superannuation largely untouched

Government delivers surplus election friendly 2019-20 Federal Budget – Leaves superannuation largely untouched

A surplus election budget is the news coming out of the 2019-20 Federal Budget. With superannuation left largely untouched, the Government focused on further personal income tax cuts. However, three…

When certainty is uncertain – capitalising on the superannuation rules whilst you can

When certainty is uncertain – capitalising on the superannuation rules whilst you can

With the chances of the Federal Election likely to be around the same time as Federal Budget in May 2019, more grey clouds of uncertainty are in the air. So…

Why “simple” superannuation questions don’t always result in simple answers

Why “simple” superannuation questions don’t always result in simple answers

Have you ever asked your SMSF administrator the following “simple” questions expecting a quick and simple answer, only to be told it’s not that straightforward? This is why. How much…

2018 SMSF re-cap – what you should already know

2018 SMSF re-cap – what you should already know

With less than 14 sleeps until Christmas and a few more until another calendar year ticks over, we thought this would be a good time to re-cap a very busy…

Transfer Balance Account Reporting  (“TBAR”) – why real time reporting is key

Transfer Balance Account Reporting (“TBAR”) – why real time reporting is key

With the first quarter of the TBAR reporting having come and gone last month, here is a reminder of what these new reporting requirements entail and why real time reporting…

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…