Category: Transfer Balance Cap

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…

Indexation of superannuation Transfer Balance Cap to $1.7m – what does this mean?

Indexation of superannuation Transfer Balance Cap to $1.7m – what does this mean?

From 1 July 2021, the general Transfer Balance Cap (“TBC”) which limits the amount that can be transferred into the tax-free retirement phase of superannuation will be indexed to $1.7m…

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…