7 Key Things to Understand SMSF Trustee’s Role for Retirement Success Are you a Self Managed Super Fund (SMSF) trustee seeking further insight on financial decision making and compliance, or are you curious about what is involved in managing your own superannuation? Managing a SMSF carries responsibilities that require careful planning, knowledge, and diligence. The …
2024 SMSF Trustee Role: Key Things for Retirement Success Read More »
Want Control Over Your Future? Discover What is SMSF Feeling anxious at having more free time but less money to spend? Self Managed Super Fund (SMSF) and the SMSF Accountants’ guide, managing your retirement savings can be simple and straightforward. With the ability to make investment decisions, control administrative costs, and plan for your financial …
What is SMSF? A Guide to Your Retirement Journey 2024 Read More »
A super health check is important to stay on top of your super. Even though you have a long way to go before retiring, wouldn’t it be nice to know that your super is already on track? And that you’re making the most of your efforts to increase your super while maintaining a comfortable standard …
4 Reasons Why You Need to Do a Super Health Check Read More »
Understanding the intricacies of the superannuation system specifically super details for employers is crucial to fulfilling your obligations and supporting your employees’ financial well-being. In this blog, we will delve into the essential superannuation details every employer should know, providing valuable insights and practical guidance to help you navigate this complex landscape effectively. Read on …
Understanding Super Details for Employers: A Quick and Easy Guide 2023/24 Read More »
Proposed 30% Tax on High Super Balances The government proposes a 30% tax on high super balances, as announced on February 28, 2023. Starting from July 1, 2025, any superannuation balances above $3 million will be subject to a concessional tax rate of 30% on future earnings. It’s important to note that this proposal has …
Proposed 30% Tax Increase on High Super Balances Explained Read More »
Bring-Forward Rule To Boost Your Super in 2023 As you approach retirement, it’s wise to consider putting extra money to boost your Super this 2023 with the bring-forward rule. If you happen to receive an inheritance or sell an asset, the same applies. By doing so, not only will you give your retirement savings a …
Boost Your Super in 2023 with the Bring-Forward Rule Read More »
An update on work test removal has provided new opportunities for those approaching retirement. Starting from 1 July 2022, individuals aged between 67 and 74 won’t have to satisfy the work test to make or receive non-concessional or salary-sacrificed contributions to their superannuation. The announcement made in the Federal Budget on 11 May 2021, regarding …
Work Test Removal to Empower Older Australians in 2023 Read More »
Re-contributing COVID-19 Early Release Super Amounts Re-contributing COVID-19 Early Release Super Amounts is a complex process but a great way to grow your super funds. Many individuals have been impacted financially by the COVID-19 pandemic, leading to changes in money management. To provide relief during this crisis, the government opened access to superannuation funds under …
COVID-19 Re-contribution Early Release Super Amounts Read More »
