Category: Transfer Balance Cap

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…

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…