As we move through the last quarter of 2026, we wanted to share a few important reminders and updates that may affect you and your super fund. Action Items 1. Super Contribution Caps and Transfer Balance Cap Changes Confirmed2. ATO Crackdown on Late Lodgements and GIC No Longer Deductible3. Upcoming AML Changes Affecting Accountants and Client Engagements4. Payday Super Changes... More Information ▶
As we approach the end of the year, we would like to wish you and your families a safe and joyful Christmas period. Thank you for your ongoing trust and support throughout 2025, it has been our pleasure to work with you. Along with our Christmas well-wishes, we also wanted to share some important updates and reminders regarding your superannuation and our service processes... More Information ▶
It is almost the end of another financial year and we just wanted to share some items that you might need to consider prior to 30 June 2025.Top 3 action items Have you taken your minimum pension? Have you made your Super Contributions before 30 June 2025? Individual - Have you got room in your caps? Employer - To get... More Information ▶
Dear Greenlight Clients, The recently unveiled 2025-26 Federal Budget has introduced a few superannuation-related measures. Here is a brief overview of the key developments. Division 296 Tax on Superannuation Balances The government has reaffirmed its commitment to implementing the Division 296 tax, which imposes an additional 15% levy on superannuation earnings for balances exceeding $3 million. This initiative, projected to... More Information ▶
Welcome to our latest newsletter, Budget Edition, in which we provide a brief summary of the few super related measures that were in the budget. Please remember that the following budget announcements are not yet law. Better Targeted Superannuation Concessions The Government will be going ahead with its previously announced measure to reduce the tax concessions available to individuals with... More Information ▶
