Category: Superannuation & SMSF

General Insights Superannuation & SMSF

Avoid SISR traps in early access to super scheme

A law firm has warned trustees to consider several factors to ensure they’re complying with the Superannuation Industry (Supervision) Regulations 1994 (SISR) before deciding to access the government’s early access to super scheme.

Retirement Superannuation & SMSF

Women: the winners in low income super tax offset

Women starting a family benefit most from the government’s low-income super contribution. Women are the biggest recipients of the low-income super tax offset (LISTO). The number of females eligible for…

General Insights Superannuation & SMSF

Non-concessional contributions breaches on ATO radar

Deliberate efforts to game non-concessional contributions (NCC) cap breaches to reduce tax are known to the ATO, which will consider them as tax evasion.

Superannuation & SMSF

New laws mean 65-year-olds should hold off on large contributions

Following confirmation from the government that legislation to extend the work test exemption to age 67 will be passed by the end of the financial year, SMSF professionals should hold off on large contributions for 65-year-old clients to extend their ability to contribute to super for longer.

Retirement Superannuation & SMSF

Understanding the dangers with downsizing and super

There are often upsides and downsides in any piece of legislation, especially when it comes to superannuation.

Investment Superannuation & SMSF

Super investment options – what’s right for you

When it comes to superannuation, most funds offer a range of investment options. If there’s one thing certain in life it’s change. And generally your attitude towards saving and investing…

Superannuation & SMSF

Beware: Penalties and pitfalls of the early release of super.

The Australian Taxation Office (ATO) has issued a renewed warning to Australians about the potential ramifications of illegal early release of super.

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…

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…

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).

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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.