Category: Contributions

SMSFs from 1 July 2021 – same, same, but different

SMSFs from 1 July 2021 – same, same, but different

For many of us, the month of July brings new beginnings yet a sense of deja vu fills the air as the pandemic continues to impact everyone’s lives. From 1…

2021 End of Financial Year (EOFY) superannuation tips & traps

2021 End of Financial Year (EOFY) superannuation tips & traps

With just over two weeks until we see out yet another financial year, here are some tips and traps to look out for to ensure your SMSF is ready for…

2021-22 Federal Budget Update – A strong Budget for SMSFs

2021-22 Federal Budget Update – A strong Budget for SMSFs

As expected, this year’s Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, there were some welcome surprises for SMSF trustees, the key…

How do I know if I have carry-forward concessional contributions to use this year?

How do I know if I have carry-forward concessional contributions to use this year?

We often get the question from clients as to whether they can catch up concessional contributions that they did not maximise in past years. Depending on your concessional contribution history…

SMSFs – A new financial year in COVID-19 times

SMSFs – A new financial year in COVID-19 times

As a new financial year unfolds, the COVID-19 pandemic continues to impact everyone’s lives in so many ways. During these unprecedented times it is important to ensure trustees continue to…

2020 End of financial year (EOFY) considerations for your SMSF

2020 End of financial year (EOFY) considerations for your SMSF

The COVID-19 pandemic has affected everyone’s lives, and SMSF trustees are no exception. While the worst of the pandemic is (hopefully) behind us, trustees still have difficult questions to ponder…

The Coalition wins a third term – what happens with superannuation now the dust has settled?

The Coalition wins a third term – what happens with superannuation now the dust has settled?

The Coalition Government was re-elected in the May 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking, as one of its policies to…

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…

Simple super now super complicated

Simple super now super complicated

It has been 10 years since the Simple Super Reforms were brought in on 1 July 2007. A decade later the “Simplified Superannuation” system has become a labyrinth of legislation….

I’m an ex-pat, what can I do with my superannuation?

I’m an ex-pat, what can I do with my superannuation?

These days there are many Australian ex-pats living around the world and there is often confusion surrounding what happens to their super when they leave Australia. Generally speaking, when a…