Downsizer contributions and SMSFs

Housing affordability has long been an issue in Australia. As part of the 2017 Budget, the government introduced a measure aimed at reducing pressure on housing affordability. Under the measure, older Australians were given the ability to contribute the proceeds of the sale of their home into superannuation without it counting towards the contribution caps.

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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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