Category: Superannuation & SMSF

General Insights Superannuation & SMSF

ATO opens applications for SG exemption

High-income-earning SMSF trustees with multiple employers will be able to apply from mid-October to gain exemptions from super guarantee contributions, according to the ATO.

Superannuation & SMSF

SMSFs attract younger members

Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.

Financial Planning Superannuation & SMSF

SMSF advice appetite strong, says ASIC

A new ASIC report has highlighted demand for further advice on the specifics of SMSFs among the Australian population, particularly among those who have a financial planner.

Financial Planning Retirement Superannuation & SMSF

How to play catch up with your super

Now you can put more into super at the concessional rate of tax, starting from the 2019-20 financial year. Putting more money into the tax-friendly framework of superannuation to help…

Retirement Superannuation & SMSF

When can I access my Super?

Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings early, depending on your situation. Here…

Superannuation & SMSF

Protecting Your Super package

The ins and outs of the Protecting Your Super package This year, the federal government introduced laws called the Protecting Your Super package. It’s a big deal because it addresses…

General Insights Loans and Finance Superannuation & SMSF

‘Retrospective’ LRBA measures tipped to cause headaches

With the government reintroducing its total super balance measure for SMSF loans, technical experts have warned that the retrospective nature of the change could pose issues for SMSF clients purchasing property this year.

General Insights Superannuation & SMSF

Downsizer Super Contribution

Australians who are 65 years old or older may make a downsizer contribution into their superannuation of up to $300,000 from the proceeds of seeling their home.

Retirement Superannuation & SMSF

Can I go back to work if I’ve accessed my super?

When you access your super at retirement your super fund may ask you to sign a declaration stating that you intend to never be employed again. But there may be…

General Insights Superannuation & SMSF

Insights from the 2019 Vanguard / Investment Trends SMSF survey

The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 financial planners who advise SMSFs, providing a clear snapshot of the priorities and issues facing SMSF trustees today.

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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.