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 ▶
Welcome to our latest newsletter, End of Financial Year Edition, in which we provide you with a brief checklist of items to consider. Contributions A brief reminder of some of the types of contributions you may have the opportunity to make by 30 June 2022: Concessional contributions up to $27,500 pa;Non-concessional contributions (so long as Total Super Balance at 30... More Information ▶
According to the latest Roy Morgan Research, SMSF Members are nearly 30% happier than their Retail Superannuation and Industry Fund counterparts. Here’s why we think the “Satisfaction Rating” of 75.6% isn’t so surprising: Control beats denial when it comes to feeling comfortable, even if the responsibility comes with some early uneasiness. And once Trustees are on their feet, they can... More Information ▶
