Recent changes to excess concessional contributions and the TSB limit
While the rules surrounding excess contributions have remained relatively stable for some time now,...
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What happens to my client’s superannuation when they die?
While most practitioners would be aware that superannuation is not covered by the deceased’s will...
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I have never worked – can I access my superannuation?
Normally any conversation about accessing superannuation is linked to retirement. But in...
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Federal Election 2019 - where are we now?
It seems few are more surprised than Scott Morrison that the Liberal / National Coalition will be...
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Division 293 tax – when is it paid?
Division 293 tax is the name given to a special extra tax (15%) paid on some or all of the...
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Banning franking credit refunds - is there another way
With the Federal election looming, the Australian Labor Party’s policy to prevent many taxpayers...
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My client has excess concessional contributions and their Total Super Balance exceeds $1.6m. What happens now?
While the rules surrounding excess contributions have remained relatively stable for some time now,...
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Watch pension payments before 30 June 2019
As we get closer to the end of the financial year, many SMSF members with pensions will be checking...
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BUDGET: Heffron Summary
On the superannuation front (and for SMSFs in particular), the 2019-20 Federal Budget was...
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BUDGET: Changes to Exempt Current Pension Income (ECPI)
If the four short paragraphs about ECPI had been included in the 2016-17 Federal Budget, the...
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Retiring before preservation age
Those lucky enough to retire early – well before their preservation age – are often confused about...
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What are the implications of the Royal Commission for SMSFs?
The first thing I did when I opened the final report from the Hayne Royal Commission into Banking...
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