My first article on superannuation and SMSF highlighted the fact that two significant changes have occurred. Firstly, since July 2016 legislation now dictates that advice on super/SMSF must be formalised and this involves a process that...
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Last year the Government introduced legislation that changed the way accountants can deliver superannuation and SMSF advice. At the same time, significant changes were made to superannuation rules, making it important for clients to seek...
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The superannuation rules have changed. These amendments affect both concessional (pre-tax) and non-concessional (after-tax) contribution caps. What’s more, this year your planning needs to consider the ‘existing’ caps to June 30 while...
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The recent superannuation reforms are far-reaching, complex and relevant for all members of a super fund, whether that is an industry fund, retail fund or your own self-managed superannuation fund. It’s clear that making the most of...
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