SMSF Newsletter

Wish to know more about information contained in our newsletter, please contact our friendly super team to discuss your Self Managed Superannuation Fund

on (03) 5018 6444.

 

   
MAY 2016
  •  Sweeping changes announced to superannuation in the 2016 - 17 Federal Budget
APRIL 2016
  •  Superannuation and the upcoming Federal Budget
  • Year-end superannuation planning                 
MARCH 2016
  • Latest on dividend washing
  • Tax free pension income
FEBRUARY 2016 
  • Reviewing your investment strategy
  • ATO clamps down on SMSF borrowing
  • Upcoming due dates - SMSF tax returns.
DECEMBER 2015
  • New contribution rules affect SMSF's
  • Borrowing arrangements and property
  • Update on tax reform
NOVEMBER 2015
  • Taxing an active interest in your SMSF
  • Update on tax reform
OCTOBER 2015
  •  Top mistakes made by SMSF trustee
  • Understanding GST & SMSF's
SEPTEMBER 2015
  • Accessing super on compassionate grounds
  • ATO sheds light on how it applies penalties 
JUNE 2015
  • Terminal illness and superannuation
  • Federal Budget changes to the assets test
MAY 2015
  • Year End Planning Opportunities
MARCH 2015
  • Understanding the bring-forward rule
  • Longer wait before accessing super
FEBRUARY 2015
  • SMSF trustee fined for 'back-to-back loans
  • SuperStream Reminder
DECEMBER 2014
  • Splitting super with your spouse
  • Property investment and SMSF's
NOVEMBER 2014
  • Latest ATO news on pensions
  • Commonwealth Seniors Health Card
OCTOBER 2014
  • New Social Security changes
  • ATO information on excess contributions
SEPTEMBER 2014
  • Dangers for ex pats with SMSF's
  • 'Bitcoin and SMSF's
  • Superannuation changes made
JUNE 2014
  • Last minutes issues for year end
  • Key measures due to start 1 July 2014
  • Questions regarding SMSF trustees
MAY 2014
  • New penalty regime for SMSF trustees
  • Re-contribution of pension payments
APRIL 2014
  • New contribution rules affect SMSF's
  • Contribution caps set to increase
  • Minimum payments - ATO update
MARCH 2014
  • How insurance changes affect your SMSF
  • SMSF estate planning nightmare
  • Q: Can my SMSF sell a property to me?
FEBRUARY 2014
  • Making the most of the contribution rules
  • Outcome of the Government review
  • Q: Can I contribute while receiving a pension?
DECEMBER 2013
  • Estate planning errors costly for children
  • Superannuation changes announced
  • Report into our ageing population
NOVEMBER 2013
  • Your SMSF and real estate investments
  • ATO comments on the SMSF industry
OCTOBER 2013
  • Claiming a personal super deduction
  • Pension payment rules - 2014 income year
SEPTEMBER 2013
  • Panic in the GFC costs taxpayer
  • ASIC issues update on SMSF's
  • Q: Accepting contributions for a retiree
AUGUST 2013
  • Extending the pension exemption on death
  • Be careful with share ownership periods
  • ATO compliance program released
JULY 2013
  • Government finally changes tax rules
  • Increased tax for high income earners
  • Contributing above age 75