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, based on Average Weekly
Ordinary Times Earnings (AWOTE), which results in future increments of $2,500. From 1 July
2024 the concessional contribution cap increased to $30,000

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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

Division 296 Tax Discussion Paper

The proposed $3 million superannuation tax introduced by the Australian Government aims to adjust the tax concessions for individuals with

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