Investments Strategies

General transfer balance cap increasing in 2021/22

February 9, 2021

The general transfer balance cap for superannuation increased in 2021/2022


November 30, 2020

HOME | SMSF Fundamentals It is Different A Self-managed super fund (SMSF) is different to what are widely known industry and retail super funds. The … Read more

Managing contributions amounts that are greater than the non-concessional cap

November 30, 2020

HOME | SMSF Fundamentals Restrictions on non-concessional contributions can mean that a member who has funds in excess of the non-concessional cap (for example through … Read more

SMSF Trustee administrative penalties from 1 July 2013

November 26, 2020

HOME | SMSF Fundamentals A person will be liable to an administrative penalty if certain provisions of the Act are contravened in relation to an … Read more

Superannuation Update

November 26, 2020

When considering if a SMSF suits your retirement plan or your investment needs, it is always better to carefully review the full picture before make a decision. The following points outlines the key

Benefit payments from SMSF

February 25, 2020

HOME | SMSF Fundamentals The common popular pension for a SMSF nowadays is account based pension. Generally speaking all pensions that commence after 19 September … Read more