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Outlook for the SMSF sector

Outlook for the SMSF sector

by smsfoptions | Tue, Oct, 2017 | SMSF Options, Facts & Figures, SMSF News, SMSF Setup, Tax, Tips and traps, Trustee

The self-managed superannuation fund (SMSF) sector has established itself as an important and enduring part of the Australian superannuation system with over 1.1 million Australians choosing to use an SMSF to manage their retirement savings. This article provides an...
Contributions Cap Changes – how will they effect you?

Contributions Cap Changes – how will they effect you?

by Guy Wuoti | Tue, Feb, 2017 | Tips and traps, Contribution Caps, Contributions, Facts & Figures, SMSF News, SMSF Options, SMSF Setup, Trustee

With many of the changes announced in the 2016 Federal Budget now passed by Parliament, there is an amount of certainty that you can have when approaching your SMSF planning and the contributions you might wish to make to your SMSF. The Government is lowering both the...
Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017

Changes to the Assets Test for Centrelink Aged Pensions from 1 January 2017

by Guy Wuoti | Mon, Nov, 2016 | Accessing your super, Facts & Figures, Pensions, SMSF News, SMSF Options, Tips and traps, Trustee

As the end of the year is drawing rapidly to a close it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up, however, these were announced in the 2015 Federal Budget. As a trustee, you may be asking yourself, “what does this really...
Non‑concessional contributions – what can you contribute?

Non‑concessional contributions – what can you contribute?

by Guy Wuoti | Mon, Oct, 2016 | Boosting your Balance, Contribution Caps, Contributions, Facts & Figures, SMSF News, SMSF Options, Tips and traps, Trustee

Are you clear on what non‑concessional contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions are you clear on what non-concessional contributions you can make to...
SMSF: Which type of trustee will suit you best?

SMSF: Which type of trustee will suit you best?

by Guy Wuoti | Mon, Oct, 2015 | Adviser, Investments, SMSF News, SMSF Options, SMSF Setup, Tax, Tips and traps, Trustee

Individual vs Corporate Trustee… You have been weighing up the pros and cons of running your own a Self-Managed Superannuation Fund (SMSF) for some time now and you have reached the point where you think, Yes a SMSF is right for me. Fantastic, what’s next?...
Update: Superannuation pensions & social security benefits

Update: Superannuation pensions & social security benefits

by Guy Wuoti | Thu, Oct, 2014 | Accessing your super, Pensions, SMSF News, SMSF Options, Tips and traps, Trustee

From 1 January 2015, income from superannuation pensions will be taken into account in determining whether you are eligible to receive the Age Pension (full or part payment) or the Commonwealth Seniors Health Card (CSHC).  This might affect your ability to access...
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