Category: Superannuation & SMSF

General Insights Superannuation & SMSF

Catch-up concessional contributions – strategies and practicalities

It’s been a long time coming but members are finally able to use the catch-up concessional contribution rules for the first time this year (2019–20).

General Insights Superannuation & SMSF

2020 audits to focus on investment strategy

SMSF auditors are expected to focus more clearly on specific details and evidence around a fund’s investment strategy in the coming year as the industry continues to feel the ripple effects from the ATO’s diversification letter campaign of 2019.

Retirement Superannuation & SMSF

Grow your super in the new year

Making an extra voluntary contribution now might improve your lifestyle once you retire. A new year’s as good a time as any to make plans. How about a gift to…

General Insights Superannuation & SMSF

‘Visible, valued and owned’: ATO outlines super priorities for new year

The ATO has renewed its commitment to making sure super is “visible, valued and owned” in 2020, naming consolidation of member accounts and reducing the incidence of SG non-payment as some of its key priorities for the coming year.

Financial Planning Superannuation & SMSF

SMSFs: How to spot incorrect contributions

Running your own super fund means you have extra responsibilities as a trustee  If you’re running your own self-managed superannuation fund (SMSF) you’re likely to be acting as both a…

Superannuation & SMSF

Superannuation changes

Learn more about the latest super reforms and what they could mean for you.  Putting Members’ Interests First legislation Putting Members’ Interests First (PMIF) law was passed in September 2019….

Investment Superannuation & SMSF

Eggs, baskets and diversified SMSF investment strategies

The ATO wants to ensure that, when an SMSF has a significant majority of its investments in a single asset class, the trustees have considered, as part of the investment strategy, the risks which could arise from that limited diversification.

Superannuation & SMSF

New opportunities for employees to claim additional superannuation

Under the current rules, the maximum amount of “concessional” superannuation contributions that can be claimed is $25,000.00 per person per annum.

General Insights Superannuation & SMSF

ATO provides further trustee instructions on myGovID

The ATO has provided further instructions for SMSF trustees and directors around how they can prepare their funds for the advent of the myGovID system early next year.

Retirement Superannuation & SMSF

Downsizer contributions offer more than meets the eye

Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.