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...
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...
by Guy Wuoti | Mon, Mar, 2016 | SMSF Options
There is nothing better than starting off the week with some good news. We are pleased to announce that together with our technology partner, Class, that our secure online client portal has been upgraded to a new mobile optimised experience. This change allows you to...
by Guy Wuoti | Thu, Jun, 2015 | SMSF Options, Tips and traps
The end of the financial year (EOFY) always seems to crop up faster than it should. Understanding what you could do before and after 30 June 2015 can provide the icing on the cake for employees, investors and those in small business. Such things as bringing forward...
