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Legislation | Division 296

Draft legislation for tax on members with more than $3m in super

Oct 3, 2023, 4:57:32 PM 5 min read
This morning the Government released draft legislation for the proposed new tax. At least it has a name now – “Division 296 ...
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Legislation | Division 296

When should my super be under $3m to avoid the proposed new tax?

Oct 3, 2023, 2:47:11 PM 2 min read
A common question from our clients about the proposed new tax for people with more than $3m in super has been : if I want to ...
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Ask an Expert | Tax | Legislation

Do tax concessions have to match the condition of release?

Oct 3, 2023, 12:14:33 PM 1 min read
My client is in their 40s and has accessed their superannuation due to being permanently incapacitated. For tax purposes, are ...
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Death | Pension | Legislation

Does ECPI continue on my reversionary pension even though it will put me over my transfer balance cap?

Sep 5, 2023, 4:58:10 PM 3 min read
When a member inherits their spouse’s reversionary pension, they might have retirement phase pensions well in excess of their ...
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Legislation

When can/should SMSF trustees charge fees for their work

Sep 5, 2023, 4:54:39 PM 4 min read
The job as trustee of an SMSF comes with many responsibilities. When can or should an SMSF trustee charge their fund a fee for ...
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Trustee | Legislation

What to think about before changing super funds

Aug 8, 2023, 4:10:57 PM 4 min read
Chances are everyone will change super funds at least once in their life – if for no other reason than to set up an SMSF. Quite ...
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Legislation

Clients experiencing financial hardship? Don’t let it turn into illegal early access!

Aug 1, 2023, 4:47:00 PM 3 min read
Whilst the law permits a member to access their super due to financial hardship, the eligibility criteria is difficult to ...
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Pension | Legislation

Taking assets out of super – when timing matters

Jul 31, 2023, 11:30:48 AM 4 min read
Some clients may choose to withdraw money from super in the next few years to minimize their exposure to the proposed new tax ...
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Legislation

Updated - SuperStream Tips and Tricks

Jul 11, 2023, 3:59:13 PM 5 min read
With SuperStream for SMSF rollovers approaching its two-year anniversary, we update our tips and tricks to reflect our new ...
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Ask an Expert | Legislation

Access super under TPD

Jun 8, 2023, 3:54:33 PM 2 min read
Are medical certificates always necessary when an SMSF member accesses their super under the permanent incapacity condition of ...
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Legislation | Contribution

Total Superannuation Balance – getting ready for 30 June

Jun 2, 2023, 11:32:48 AM 7 min read
As we reach the pointy end of the financial year, it’s worth turning our minds to Total Superannuation Balance as this will be ...
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Legislation

NALE - where to now?

May 10, 2023, 7:22:02 AM 5 min read
In last night’s Federal Budget, the Government provided a long awaited update on its proposed amendments to the non-arm’s ...
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