Written by Karen Dezdjek If you have an SMSF, you should speak to a Financial Adviser to see if these ten smart strategies could apply to you. 1. Consider commencement of an Account Based Pension as soon as you are eligible This aids in maximizing the amount held in pension phase from a Transfer Balance [...]
As the end of financial year 2019 is upon us, it’s time to maximise contributions, ensure you’ve satisfied minimum pension drawings and optimise your tax position prior to 30 June. Things to consider: Top Up Your Super Contributions Bring Forward Super Contributions Make a Spouse Contribution Get a Government Co-Contribution Lodge Your Deduction Notice Review [...]
Self Managed Super Funds (SMSFs) are a growing, popular and significant sector in Australia’s superannuation industry – and here’s why! You can be more engaged with your super Many of Australia’s superannuants have little understanding what their superannuation balance is or even how their superannuation is performing. For many, superannuation continues to be a great [...]
We were surprised yet overall rather pleased with the outcome of the 2019 Federal Budget Update and the impacts on SMSF. Compared to past years where drastic changes have been implemented (most recently the Super Reforms), the announcements made last night all have a positive impact on the SMSF industry. Helping Australians to save for [...]
