SMSF Trustee Structure – What is the process to change it?

The choice to have either individual or a corporate trustee is an important decision to make for an SMSF however it doesn’t need to be fixed for the life of the SMSF. The structure can be changed to suit the changing circumstances of the trustees/members.

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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

Understanding super terminology

An individual’s Transfer Balance Cap (TBC) and Total Superannuation Balance (TSB) are calculated differently and are separate concepts. When the

Excess Concessional Contributions

The concessional contribution cap is $30,000 from 1 July 2024. With the ability to carry forward unused concessional contributions over

Excess 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

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