5 Potential Errors When Running An SMSF

While an SMSF offers a number of benefits and can be a great way to grow your retirement savings, it is important to ensure
your fund remains compliant at all times. With the superannuation laws constantly changing it can be easy to make a mistake
when managing your fund.

To read this fact sheet in its entirety download the PDF version here.

Bring Forward Contributions

The ability to bring-forward future year entitlements to make non-concessional contributions has been in place for many years now. Prior

How to view your Transfer Balance Cap

From 1 July 2017 a cap was introduced to limit how much can be transferred to a retirement phase pension

Indexing the Personal Transfer Balance Cap

The General Transfer Balance Cap (GTBC) was introduced from 1 July 2017 and is a cap on the how much

Insurance Premiums – To claim or not to claim a tax deduction

There are strategic reasons why you might not claim a tax deduction on life or Total and Permanent Disability (TPD)

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