Bring Forward Contributions
The ability to bring-forward future year entitlements to make non-concessional contributions has been in place for many years now. Prior to 1 July 2020 this
Read MoreWebinar – 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 MoreUnused 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, based on Average Weekly Ordinary
Read MoreBorrowing in your SMSF
Borrowing within a Self-Managed Superannuation Fund (SMSF) can be a useful strategy forinvesting retirement savings, allowing an SMSF to acquire significant assets like property or
Read More3 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 property in their SMSF portfolios.
Read MoreAnnual Trustee Plan
Managing a Self-Managed Superannuation Fund (SMSF) effectively requires consistent attention andproactive planning throughout the year. This calendar outlines key tasks and considerations for SMSFtrustees each
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