Webinar – 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
Read MoreExcess 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
Read MoreExcess 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
Read MoreUnderstanding super terminology
An individual’s Transfer Balance Cap (TBC) and Total Superannuation Balance (TSB) are calculated differently and are separate concepts. When the super reforms of 2017 came
Read MoreImplications 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
Read More