Posts Tagged ‘superannuation’
It’s time to update your SMSF Trust Deed to remain compliant and benefit from new legislative opportunities!
You may be aware of recent changes to that impose new obligations on SMSF Trustees that will need to be complied with by all Funds each quarter.
There are also extensive changes that have been proposed/flagged that will impact many SMSF’s, and what they are required to report to the ATO.
Read MoreSelf-Managed Superannuation Seminar – New rules, new strategies. What do I do?
Wednesday 14 August 2024 5.30pm – 7.00pm AdviceCo. Offices – Albany Street North. Gosford Complimentary – valued at $189 per person Wednesday 14 August 2024 5.30pm – 7.00pm AdviceCo. Offices – Albany Street North. Gosford Complimentary – valued at $189 per person Register Now Name First Last Email* Phone*PhoneAdditional Attendee Additional…
Read MoreFederal Budget Wrap 2023-24
Treasurer, Jim Chalmers, delivered the 2023-24 Federal Budget last night, where the Government has outlined a raft of measures which aim to strike a “considered, methodical balance” between fiscal restraint and supporting Australians through the current difficult times. The Government has announced a small surplus of $4.2 billion this financial year, the first in 15…
Read MoreSMSF & Superannuation Changes in 2023
You may be aware of recent changes to that impose new obligations on SMSF Trustees that will need to be complied with by all Funds each quarter.
There are also extensive changes that have been proposed/flagged that will impact many SMSF’s, and what they are required to report to the ATO.
Read MoreThe $3M Superannuation Balance Tax – What does it mean?
There would be very few people who haven’t heard about the governments proposed increase in tax on balances in superannuation in excess of $3m.
Read MoreLabor to introduce 30% tax on superannuation balances exceeding $3 million
The Australian Super system is designed to help Australians save money that they can access in retirement. Superannuation is an investment environment designed specifically to help you save for your retirement.
Read MoreProposed super tax changes
Article by IOOF
Read MoreTaking control of superannuation as a wealth-building strategy
This month is an important one for superannuation funds as they go under the microscope once again for performance assessment. It’s got many members wondering how they can take control and start treating super not as a fall-back option, but as a driver for wealth. The government is reviewing default super funds for performance. You…
Read More10 steps towards a smooth EOFY
With the Australian Tax Office (ATO) back in full collection mode after some leniency during the COVID peak, it is essential that businesses and individuals not only do due diligence this EOFY, but protect against an audit as well. Here’s a step-by-step guide… 1. Schedule time with your accountant A simple first step that enables…
Read MoreHow much superannuation should you have at your age?
Recent figures by the Association of Superannuation Funds of Australia (ASFA) show how much people of various ages actually have in super, versus how much they’ll need in retirement. They are two very different numbers that highlight the need for Australians of all ages to engage in their super to make sure they will have…
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