Superannuation

Property Investment and Your SMSF?

Australian’s generally love property ownership.  Directly held property makes up approximately 19% of all Self Managed Super Fund (SMSF) assets, indicating that many trustees consider it’s an important and significant part of a diversified portfolio.  There are numerous strategies and ...

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Super Changes – What You Need to Review Before 30 June!

With end of Financial year just around the corner it is time to review and upskill about the new financial lingo in the Superannuation System and how these changes will impact you. While the Federal Government keeps using the Superannuation System to balance the Federal Budget, you need to keep ...

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Further Superannuation Legislation Update November 2016

On Wednesday 9 November 2016 the Government introduced its superannuation legislation which makes changes to the superannuation laws it originally announced in the 2016 Federal Budget. Most of these changes will apply from 1 July 2017 so it might be sensible to for you to start thinking about ...

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Update to Super Changes 2016

On 27 September 2016 the Government released another round of draft legislation implementing a number of the changes to superannuation it announced in the 2016 Federal Budget. Many of these changes will apply from 1 July 2017.

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Federal Budget 2016

Personally I had been enjoying the lead up commentary around the Federal Budget as Scott (Morrison) and Malcolm (Turnbull) have been preparing us for ‘not just another budget’ but an ‘economic plan’.  Being Sco-Mo’s first Budget as Treasurer and one which is a pre ...

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Changes to how superannuation pensions affect social security benefits

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 either of these social security ...

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A little bit now, makes a big difference later

Do you want to make sure you can live your lifestyle today when you get to retirement? Well, now you can! For the first time in five years, for people under 50, the limits that regulate the amount you can contribute to super (on a concessionally taxed basis) has increased. That is, if you are ...

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A Super 2014/2015 Financial Year

You may have heard that the amount you can contribute to superannuation will change for 2014/15.  In the new financial year, you will be able to make more before-tax and after-tax contributions to super. This could mean that you can accumulate faster towards your retirement savings goals. ...

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No changes to SMSF off-market transfers after 1 July 2013

Last night the Federal Government amended the Bill that was originally designed to effectively ban SMSF off-market transfers from 1 July 2013 and impose other restrictions around related party transactions. Previously, as part of the response to the Cooper Review, the Government announced that ...

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The Changing State of Super

From 1 July 2013, the Superannuation Guarantee (SG) percentage will increase to 9.25 per cent – the first increase to minimum SG rate since it reached 9 per cent in 2002/03. It will gradually increase to 12 per cent by 1 July 2019.

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