Category: Superannuation (SMSF)

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SMSF are not just for those with big super balances

Self managed super funds (SMSF) are not just for those with big super balancesThere is still a misconception among owners of small to medium businesses

Lady sitting in office considering making a concessional contribution to superannuation

Increase in concessional and non-concessional contribution caps

The Federal government has announced there will be an increase in the standard concessional and non-concessional contribution caps.The changes to concessional caps were expected alongside

How to choose between family trust and SMSF

Family trusts and SMSFs each carry their own benefits and disadvantages in providing a way to transfer and manage your family wealth. By weighing up

The rules and tax benefits around transition to retirement

Reducing your hours at work may be appealing but how do you maintain your income to make the most of more time away from work?The

Is a SMSF right for you?

What is a SMSF?In essence a SMSF is a private superannuation fund regulated by the ATO. It can have up to six members (including yourself)

Individual or corporate trustee for your SMSF?

When establishing a self-managed superannuation fund (SMSF), one central decision to be made early on is if the trustee structure is to consist of individual

How are super death benefits taxed?

How are super death benefits taxed?There are a number of factors that determine whether tax will be payable on superannuation death benefit payments.In a situation

Can I buy my house with my superannuation?

Can I buy my house with my super?As of mid 2020, more than 1.1 million people have chosen to take the plunge and become a SMSF member.

What the new Your Future, Your Super means for you

Recent legislative reforms to the superannuation arena are set to change the retirement savings landscape for many Australians.The Federal Government says the Your Future, Your