In our blog post titled, ‘once indexation starts, let the fund begin’ on 2 December 2019, we spoke about the potential for indexation of the general transfer balance cap (‘general cap’) where the CPI figure for December 2019 is 116.9 or higher. Well, the Australian Bureau of Statistics’ CPI figure released on 29 January 2020…
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It’s always one of our biggest webinars of the year, and this one certainly didn’t disappoint. We had such a great turnout for our ‘5 ways to be practice ready in 2020’ webinar, where Aaron went through: the biggest issues expected to impact SMSFs in 2020; How you need to respond to these with your…
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As part of the Super System final report delivered a decade ago (yes, 30 June 2010), the panel in their recommendation to Government articulated a vision and a number of policy principles that should apply to the super system as a whole, but also specifically to the SMSF sector. In addition, the panel identified that…
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This time of year is always one of reflection; to contemplate where we started, where we wanted to go and whether we actually got there. Ideas at the start of the year always sound good, but what is it that we actually achieved that we can be proud of as we come towards the close…
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It has certainly been a year of two halves for the SMSF sector… Up until the Federal election in May, the focus of the SMSF industry was around the potential impact of Labor’s proposed super measures, in particular the inequitable reforms to franking credits which specifically targeted SMSFs. With Labor snatching defeat from the jaws…
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