Superannuation Fund

One-off Super Guarantee Amnesty

Employers that have fallen behind with their superannuation guarantee (SG) obligations will have 12 months to “self-correct” under a new amnesty announced late last month.

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One-off Super Guarantee Amnesty
( Posted in: Tax )

What SMSF’s absolutely need to consider prior to 30 June 2017

30 June 2017:  The wide-ranging superannuation reforms come into effect on 1 July 2017. With the changes come a series of issues that Trustees need to be across, even if they don’t immediately affect you or your fund:

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What SMSF’s absolutely need to consider prior to 30 June 2017
( Posted in: SMSF )

5 Investment Property Ownership Structures – SMSF

There are 5 major ownership structures in which you can hold investment properties, and each one has its pro’s and con’s. The fifth and final article is on investment property held in SMSF’s, not a structure that is to be taken lightly, but one that can be very advantageous for the right investor.

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5 Investment Property Ownership Structures – SMSF
( Posted in: Property )

$1.6 Million Pension Cap for SMSF’s

Now that the proposed $1.6 million pension transfer balance cap is law, I thought it best to explain.

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$1.6 Million Pension Cap for SMSF’s
( Posted in: SMSF )

Super reforms explained

If you are waiting for the superannuation reforms announced in the Budget to pass Parliament before working out what they mean to you, you might miss out on any opportunities available.

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Super reforms explained
( Posted in: SMSF )

Government pulls back on proposed changes to super

The government has announced changes to three key 2016 Federal Budget proposals—the most significant being that it would not go forward with its proposal to introduce a $500,000 lifetime cap on non-concessional (after-tax) super contributions.

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Government pulls back on proposed changes to super

Estate Planning: Making sure your money goes where you want it to

Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die

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Estate Planning:  Making sure your money goes where you want it to
( Posted in: Living Estate Planning )

SMSF Critical Amounts, Changes & Dates

Reducing your tax exposure, maximising the opportunities available to you, and reducing your risk of an audit by the regulators is in your best interests. With the end of the financial year fast approaching, this update will help you do exactly that:

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SMSF Critical Amounts, Changes & Dates
( Posted in: SMSF )