Anthony Cullen, senior SMSF educator for Accurium, said in a webinar on ATO compliance updates that the cap it will ...
Tim Howard, advice strategy and technical specialist at BT Financial Group, said spouse contribution tax offset can be applied if ...
Superannuation interests, particularly in SMSFs, require careful handling in family law settlements. Although court orders and binding financial agreements (BFAs) ...
Matt Manning from BT Financial said withdrawals from super are proportioned between the tax-free and taxable component. Standard withdrawals such ...
The 10-year main residency rule for downsizer contributions can be applied to the trustee of deceased estate, a technical specialist ...
The update to LCR 2010/1 and contribution rulings now puts much greater focus on contracts, a leading adviser said.
When it comes to contributions using the downsizer strategy there are some rules that need to be considered, a leading ...
The ATO is reminding SMSF trustees they can only accept allowable contributions.
It’s imperative that trustees make all data available to financial planners and SMSF administrators, an industry stalwart has warned.