Skip to main content
Contact Us

News & Insights

Select a topic of interest or browse our most recent articles.

Tax | Legislation

What’s the point of Transition to Retirement Income Streams post 1 July 2017?

May 13, 2019, 12:00:00 AM 2 min read
The Government’s 1 July 2017 tax changes caused Transition to Retirement Income Streams (TRIS) to fall out of favour with many ...
Start Reading
Tax | Pension | Legislation

Banning franking credit refunds - is there another way

May 1, 2019, 12:00:00 AM 5 min read
With the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers from receiving a refund for ...
Start Reading
Legislation | Retirement

Election Special: The key differences in policies when it comes to retirement savings

Apr 30, 2019, 12:00:00 AM 3 min read
And they’re off! The long-awaited election campaign is now finally in full swing and babies are being kissed, working families ...
Start Reading
Legislation | Contribution

BUDGET: Heffron Summary

Apr 3, 2019, 12:00:00 AM 3 min read
On the superannuation front (and for SMSFs in particular), the 2019-20 Federal Budget was distinctly quiet. There were positive ...
Start Reading
Legislation

6 Member Fund Concept Shelved

Apr 3, 2019, 12:00:00 AM < 1 min read
The Government has announced that they will not proceed with their plan to increase the maximum number of members of SMSFs and ...
Start Reading
Tax | Legislation | Actuarial Certificates

BUDGET: Changes to Exempt Current Pension Income (ECPI)

Apr 3, 2019, 12:00:00 AM 7 min read
If the four short paragraphs about ECPI had been included in the 2016-17 Federal Budget, the Government could have saved ...
Start Reading
Legislation

BUDGET: Miscellaneous Amendments / Changes already Legislated

Apr 3, 2019, 12:00:00 AM 3 min read
In addition to the Government’s proposed changes to the contribution rules for older Australians and also exempt current ...
Start Reading
Trustee | Legislation

Adding my adult children as members of my SMSF – what are the pros and cons?

Dec 11, 2018, 12:00:00 AM 2 min read
As part of the 2018/19 Federal Budget announcements, the Government confirmed that they intend to legislate to increase the ...
Start Reading
Legislation | LRBA | Super Guarantee

Parliament has now retired for the 2018 year. Did they leave any unfinished “superannuation business”?

Dec 11, 2018, 12:00:00 AM 4 min read
In the final week of Parliament, there were a number of superannuation related measures still to be passed into law. We provide ...
Start Reading
Legislation | Contribution

Work Test Exemption for Recent Retirees – Who Will Benefit?

Dec 4, 2018, 12:00:00 AM 2 min read
In the May 2018 Federal Budget, the Government announced plans to extend the ability for recent retires to make contributions ...
Start Reading
Legislation

Quarterly TBAR reporting – does every fund need to lodge? What if I can’t lodge on time?

Oct 24, 2018, 12:00:00 AM 2 min read
With the 1 July 2017 introduction of the $1.6m Transfer Balance Cap came a new obligation on superannuation fund trustees to ...
Start Reading
Tax | Pension | Legislation

Re-think Treatment of Amounts in Excess of Minimum

Sep 25, 2018, 12:00:00 AM 1 min read
Prior to 1 July 2017, as a general rule, where an individual was age 60 or over and wanted to draw monies from their pension ...
Start Reading
Prev 1 ...
10 11 12 13 14
Next