SMSF

COVID-19 and SMSFs

Due to the economic fallout and market volatility created by the Coronavirus, the Australian Government and the ATO have each separately announced various measures designed to help retirees navigate this new financial landscape. Some law changes made by Government affecting super fund members are: Temporary...

Super guarantee amnesty

The super guarantee (SG) amnesty is now official. Under the amnesty, employers have a 6-month window until 7 September this year to disclose, lodge and pay unpaid SG amounts for their employees. To be eligible for the amnesty, you must declare and pay your SG shortfalls...

SMSF Newsletter – 2019 Winter edition

The 2019 Winter Edition of our SMSF Newsletter has arrived, click HERE for your copy. _______________________________________________________________________________ Highlights in this edition include: New Contribution Rules - the catch-up contribution rules and new work test exemption now apply ATO Update - New ATO guidance for reversionary pension recipients Trustee...

SMSF Newsletter – Autumn 2019

Please click on the below link, you will be directed to the Autumn edition of our SMSF Newsletter for 2019 2019 SMSF Newsletter - Autumn  The HIGHLIGHTS in this edition: Year-End Planning - With 30 June 2019 approaching, ensure that year-end planning and administrative issues are in hand ...

SMSF Newsletter – Summer Edition 2019

Please click on the below link, you will be directed to the Summer edition of our SMSF Newsletter for 2019 SMSF Newsletter - Summer 2019 The HIGHLIGHTS in this edition: Labor's Proposed Super Policies - Labor has announced a raft of super policies before the upcoming federal...

SMSF Newsletter – Winter Edition 2018

Please click link for the Winter Edition of: SMSF Newletter - Winter Edition 2018 In this Edition: SMSF Reporting Changes SMSF Share Trading Insights Trustee Q & A If you have any questions, don’t hesitate to contact Our Team! #ShareTrading#Superannuation#  ...

SMSF Newsletter – Autumn Edition 2018

Please click the attached link for the Autumn Edition of: 2018 - SMSF Newsletter In this Edition: Proposed Changes to Dividends Longevity Risk - Report Trustee Q & A If you have any questions, don’t hesitate to contact Our Team! #Superannuation #Dividends...