Tag: Tanya Hofbauer

SMSF

Superannuation what’s changing on 1 July 2018?

Here are the key changes coming up for superannuation on 1 July 2018.

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Community, SMSF

Downsizer Contributions for 65+

From 1 July 2018 older Australians (65 years or over) will be able to contribute proceeds from the sale of their home to their superannuation fund under “Contributing the proceeds of downsizing into superannuation’ measure that became law in December 2017.

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SMSF

Should you update your SMSF Trust Deed?

The Trust Deed of a Self-Managed Superannuation Fund governs the operation of the Fund and permits the Trustee to act to the extent permitted by the legislation and be able to comply with any superannuation changes.

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SMSF

$1.6 Million Pension Cap for SMSF’s

Now that the proposed $1.6 million pension transfer balance cap is law, I thought it best to explain.

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Tax

Superannuation reform and its impact on you

The wide ranging superannuation reforms originally announced in the 2016-17 Federal Budget have passed Parliament. As the majority of the reforms start from 1 July 2017, it’s important to consider how these might impact on you and whether you need to take any action before then.

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SMSF

Thinking about SMSF?

Self-managed super fund (SMSF) has the words "self managed" in it but you don’t have to do it all yourself and if you are busy it is usually counter productive and just plain bad strategy to do it alone. A recent Investment Trends report suggests around 40 per cent of SMSF owners seek advice from a financial adviser and close to 100 per cent use an accountant or specialist administrator to assist with the compliance obligations such as tax returns, minutes, member statements, managing contributions and pensions.

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SMSF

Why you must review your Death Benefit Nomination to protect your superannuation

Do you have a binding Death Benefit Notification (DBN) for distributing your superannuation benefits when you die? Here's what could happen if you don't.

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