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Unclaimed super can trigger contribution excess: SMSF expert
Keeli Cambourne
A leading SMSF adviser has warned of a “quirk” in the unclaimed super process that could end up costing members a contribution excess or
A leading SMSF adviser has warned of a “quirk” in the unclaimed super process that could end up costing members a contribution excess or
The younger generations are accustomed to getting things quickly but it’s time to educate them that good things come to those who wait, sa
Trustees who do not comply with an authority to release non-concessional contributions could face fines of up to $5,500 warned an SMSF techn
It’s time to take advantage of this year’s changes to super to put your SMSF in the best possible position for the next financial year.
Getting the timing right on contributions is just one of a host of things SMSF members need to pull together before the end of the tax year.
As we approach 30 June, many clients will be wanting to maximise not only the amount they can contribute to super but also the maximum deduc
Spouses or partners of a deceased SMSF member will not get the benefits of losses that had previously been attributable under the proposed n
An SMSF specialist lawyer has warned the new $3 million super tax will, in addition to taxing unrealised gains, also apply to any increase i
The ATO is advising that if a an SMSF member has received an excess non-concessional contributions (ENCC) determination, they need to obtain
There has been a spike in re-contribution strategies driven by the abolition of the work test rules set to begin from 1 July, according to a
Australians contributed a record $163 billion into super accounts in 2021–22 according to research from Rainmaker Information.
SMSF members who have a balance between $900,000 and around $1.2 million will get negligible benefits trying to minimise tax via pension com
Women are starting to make a higher proportion of non-concessional contributions to self-managed funds, according to the latest industry hig
Women who choose to establish an SMSF are more engaged with their finances and would be potentially able to spot when contributions from the
Money taken out of SMSFs during the pandemic can be re-contributed without penalty but only if the correct waivers are filed with the ATO at
SMSF contribution amounts have fallen by more than two-thirds but transfers out have almost doubled since the introduction of the TBC in 201
Alan Bond is arguably one of the most famous, or infamous, entrepreneurs in modern Australian history.
According to SuperCentral, there is a material benefit in delaying the commencement of the pension phase of a superannuation investment unti
SMSFs dealing with unallocated reserves will need to take into account new administrative steps when managing the allocation along with its
SMSFs making large benefit payments can face several structural challenges with pensions that can shape the contribution and timing strateg
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