SMSFs and the Age Pension

Subject to satisfying eligibility requirements, self-funded retirees may qualify for Centrelink benefits such as the Age Pension or the Commonwealth Seniors Health Card (CSHC). This fact sheet will run through the key issues that determine eligibility for the Age Pension. We will look specifically at how SMSFs are taken into account for the relevant tests to ensure SMSF members are aware of the opportunities available to them. The key rates and thresholds that apply to the Age Pension are correct at the time of writing.

To read this fact sheet in its entirety download the PDF version here.

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,

Borrowing in your SMSF

Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire

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

Annual Trustee Plan

Managing a Self-Managed Superannuation Fund (SMSF) effectively requires consistent attention andproactive planning throughout the year. This calendar outlines key tasks

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