News & Insights
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Tax
Banning franking credit refunds - is there another way
With the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers from receiving a refund for ...
Legislation
Election Special: The key differences in policies when it comes to retirement savings
And they’re off! The long-awaited election campaign is now finally in full swing and babies are being kissed, working families ...
Ask an Expert
My client has excess concessional contributions and their Total Super Balance exceeds $1.6m. What happens now?
While the rules surrounding excess contributions have remained relatively stable for some time now, the 1 July 2017 changes to ...
Trustee
Franking Credit Refunds
Top of mind for many SMSF trustees – particularly retirees - is the upcoming Federal Election and the Australian Labor Party ...
Pension
Watch pension payments before 30 June 2019
As we get closer to the end of the financial year, many SMSF members with pensions will be checking the amounts paid from their ...
Legislation
BUDGET: Heffron Summary
On the superannuation front (and for SMSFs in particular), the 2019-20 Federal Budget was distinctly quiet. There were positive ...
Legislation
6 Member Fund Concept Shelved
The Government has announced that they will not proceed with their plan to increase the maximum number of members of SMSFs and ...
Tax
BUDGET: Changes to Exempt Current Pension Income (ECPI)
If the four short paragraphs about ECPI had been included in the 2016-17 Federal Budget, the Government could have saved ...
Legislation
BUDGET: Miscellaneous Amendments / Changes already Legislated
In addition to the Government’s proposed changes to the contribution rules for older Australians and also exempt current ...
Trustee
Don’t Jeopardise your Insurance Cover
If you hold insurance cover in a superannuation account separate to your SMSF, you might need to take action to ensure this ...
Tax
Terminal medical conditions and access to super
When the unthinkable strikes, members can access their super tax free, but consider the strategies first. When a person ...
Retirement
Retiring before preservation age
Those lucky enough to retire early – well before their preservation age – are often confused about when they can access their ...
