Categories
Superannuation Fund
Accessing money in your SMSF
Discover the risks and regulations around accessing money in your SMSF. Understand how to avoid illegal schemes and ensure your superannuation stays secure and compliant with ATO guidelines.
... read moreHow to take advantage of the 1 July super cap increase
Discover essential strategies to benefit from the increased superannuation contribution caps starting 1 July 2024. Boost your retirement savings now!
... read moreWhat happens to your superannuation when you die?
Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee according to the rules of fund, superannuation law, and the death nomination you made.
... read moreDid your super fund receive a compensation payment?
Is a financial services compensation payment to your superannuation fund a contribution? Of late, there have been several compensation payments made by financial services providers to customers that were inappropriately charged or overcharged for insurance premiums or services they did not receive, etc.
... read moreThe 1 July 2021 superannuation changes
Changes from 1 July 2021 will impact on how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.
... read moreWho inherits your super?
There are only certain people who can inherit your super when you die. There are also two different types of nominations you can make. Here’s what you need to know before making your super beneficiary nomination.
... read moreImportant Changes Affecting Your SMSF
The delivery of advice for SMSF changed on 1 July 2016 when specific amendments to the FOFA (Future of Financial Advice) legislation came into effect.
... read moreNew SMSF Event-Based Reporting Requirements
A new reporting regime for Self-Managed Superannuation Funds (SMSFs) commenced on 1 July 2018. It’s crucial that SMSF members understand the impact of this new reporting framework and get it right.
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