Timeline Changes in Super 2007-2021

LEGISLATIVE AND REGULATORY SMSF CHANGES 2007-2021

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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