Deferred Contribution Allocation
A deferred contribution allocation strategy, often referred to as contribution reserving, enables a member to bring forward the timing of a contribution into the current
Read MoreWebinar – How indexation impacts strategic considerations
Since the introduction of the transfer balance cap we have seen the general cap be indexed on two occasions with an expectation that it will
Read MoreWebinar – 2024 year in review
2024 has been a significant year for SMSFs with a number of long outstanding matters brought to a close, only to open up new issues for us
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Excess Non-Concessional Contributions
The non-concessional contributions cap is $120,000 from 1 July 2024, however the ability to contribute to super is dependent on an individual’s Total Superannuation Balance
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Excess Concessional Contributions
The concessional contribution cap is $30,000 from 1 July 2024. With the ability to carry forward unused concessional contributions over a 5 year rolling period
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Implications of Late Lodgement of your SMSF Annual Return
The SMSF Annual Return is an important document that covers the income tax return, regulatory information and member contribution reporting; and also enables trustees to
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Unused Concessional Contributions Cap Carry Forward
The standard concessional contribution cap, the limit for concessionally taxed employer and personal deductible contributions. It is subject to indexation, based on Average Weekly Ordinary
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Borrowing in your SMSF
Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy for investing retirement savings, allowing an SMSF to acquire significant assets like property
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3 Ways to get into Property with a SMSF
Investing in property through a Self-Managed Super Fund (SMSF) remains a popular topic, as many Trustees are keen to include property in their SMSF portfolios.
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Annual Trustee Plan
It’s the New Year – time for new resolutions and planning the year ahead. For SMSF trustees, reviewing your fund’s investment strategy and individual investments
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