Step by Step Instructions to Appointing SuperGuardian as your Tax Agent Video
Watch this video to see step by step instructions how to appoint SuperGuardian as your Tax Agent.
Read MoreAppointing SuperGuardian as your Tax Agent
Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the authorisations granted to an existing
Read MoreValuations for Year End Reporting
It is a legal requirement that all SMSFs record and report all assets at market value. Failure to report assets at market value or misrepresenting
Read MoreHow 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 for a member (and be
Read MoreTransfer Balance Account Reporting
Transfer Balance Account Reporting From 1 July 2017, three inter-related concepts were introduced to Superannuation. • Transfer Balance Cap (TBC) – This is the maximum
Read MoreIndexing 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 can be transferred to a
Read MoreExcess Non-Concessional Contributions
The non-concessional contributions cap is $110,000 from 1 July 2021, however the ability to contribute to super is dependent on an individual’s Total Superannuation Balance
Read MoreExcess Concessional Contributions
The concessional contribution cap is $27,500 from 1 July 2021. With the ability to carry forward unused concessional contributions over a 5 year rolling period
Read MoreUnderstanding super terminology
An individual’s Transfer Balance Cap (TBC) and Total Superannuation Balance (TSB) are calculated differently andare separate concepts. When the super reforms of 2017 came into
Read MoreDeciding on your SMSF Trustee
Deciding on the type of trustee which will be responsible for your SMSF is important.There are two types of structures available: To read this fact
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