Franking Credit Refunds
Top of mind for many SMSF trustees – particularly retirees - is the upcoming Federal Election and...
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BUDGET: Heffron Summary
On the superannuation front (and for SMSFs in particular), the 2019-20 Federal Budget was...
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A new opportunity to top up super for those over 65 – downsizer contributions
From 1 July 2017 it became much harder to build up more superannuation thanks to a tightening of...
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Work Test Exemption for Recent Retirees – Who Will Benefit?
In the May 2018 Federal Budget, the Government announced plans to extend the ability for recent...
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My client has been offered shares in his employer’s company as part of an employee share scheme
Under the scheme, the employee is able to take up the entitlement themselves or nominate an...
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My client made a $25,000 concessional contribution to his SMSF in June which won’t be allocated to his member account until July.
When will the unallocated amount first count towards his Total Superannuation Balance? ...
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Downsizer contributions and First Home Saver Superannuation Scheme (FHSSS) passed
The Bills necessary to make both the above measures law have now received Royal Assent. ...
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