Review contributions opportunities this financial year: Experts
Tony Zhang
With the new financial year seeing changes to various superannuation caps and thresholds, SMSFs should review new strategic opportunities fo
With the new financial year seeing changes to various superannuation caps and thresholds, SMSFs should review new strategic opportunities fo
Approaching the end of the financial year, SMSFs with members reaching age of 65 can consider reviewing TRIS strategies to take advantage an
With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential do
With the general transfer balance cap set to be indexed on 1 July 2021, SMSFs will be able to view their new personal transfer balance cap o
SMSFs can utilise certain concessional contribution strategies that will be particularly suited to cap off the end of the financial year and
With the non-concessional contribution bring-forward rule set to be debated in the Senate, advisers need to be aware that if proposals don
SMSFs can utilise the management of the total super balance (TSB) and take into account timings of super changes to streamline an efficient
The government has made an extension on the temporary reduction in superannuation minimum drawdown rates.
When discussing contribution strategies with clients, advisers should be mindful not to present contribution reserving as a straightforward
The federal budget legacy pensions changes offer a welcome relief for SMSFs dealing with legacy pensions, but the measure to tax “reserves
SMSFs thinking about implementing the unique contribution reserving strategy this financial year will need to be aware of possible unallocat
The government has released the long-awaited draft legislation for the proposed changes to how SMSFs claim exempt current pension income (EC
While proposed changes to the legacy pensions will create more simplified arrangements for SMSFs, there are still uncertain implications whe
The government’s extension of the downsizer age provides a unique opportunity for SMSFs to tap into the strategy mix, but there also needs
The government’s plans to remove the work test will change the setting for the super contributions landscape, creating new implications fo
The 2021–22 federal budget (released on 11 May 2021) announced changes for some — but not all — legacy pensions. In this article, we
The government will provide SMSFs with a temporary option to transition from legacy retirement products to more flexible and contemporary re
Older Australians in SMSFs will be able to contribute earnings or savings directly into superannuation funds with the repeal of the work tes
The upcoming federal budget could see a possible reduction in complexities of superannuation caps and thresholds along with broader super me
While last year’s budget left SMSFs relatively unscathed, this year’s budget can be a good start to addressing some of the much-needed c
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