Category: Superannuation & SMSF

Retirement Superannuation & SMSF

Changes to super contribution rules for over 65s

The Federal Government has updated superannuation laws to allow older Australians to contribute to their super for longer. Work test to apply from age 67 The government has increased the…

Investment Retirement Superannuation & SMSF

COVID-19: How long may your super savings take to recover?

As investment market volatility continues, what does this mean for Australians’ retirement savings? The COVID-19 (coronavirus) crisis has caused uncertainty in many areas of life, not least on investment markets….

Superannuation & SMSF

Early release of Super extended to Dec 31

 

Superannuation fund members facing financial hardship have been given an extended window to access retirement savings under the early release scheme.

 

Retirement Superannuation & SMSF

Boost your super in the lead up to retirement

As you approach retirement, it could be a good idea to consider giving your super a boost. If you’re looking at retiring in the near future, your savings will soon…

Superannuation & SMSF

Excess TBC issues surfacing with reduced pension account values

The ATO has expressed concern that some trustees with diminished pension account values may be putting themselves at risk of exceeding their transfer balance cap by commuting their pension and then topping it back up.

 

Retirement Superannuation & SMSF

Treasury underestimates early super by $15bn

 

The government now expects around $42 billion to be removed from the super system as a result of the early release scheme, having revised up its initial estimates of $27 billion at the start of the scheme.

 

Financial Planning Superannuation & SMSF

How to rebuild your super after a COVID-19 withdrawal

For many people, the government’s COVID-19 (coronavirus) early release of super scheme has been a lifesaver, with the money accessed from retirement savings helping provide additional support at a time…

Property Superannuation & SMSF

SMSFs urged to review leases before granting rent relief

 

SMSF clients planning to provide rent reductions to tenants should review the lease agreement to ensure the provision of rent relief won’t result in a breach of the lease, says an industry lawyer.

 

Financial Planning Superannuation & SMSF

New financial year to bring new rules for super

 

As the 2019–20 financial year draws to a close, a technical expert has highlighted some of the new rules commencing for super funds for the 2020–21 financial year.

 

Superannuation & SMSF

New laws prompt review of SMSF estate plans

 

In light of recent laws passed this month, many clients will need to review their estate planning to ensure their will adequately explains how superannuation and insurance payments should be dealt with.

 

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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.