A common question we get asked is how to deal with contributions that have mistakenly resulted in a client exceeding their contribution cap. The changes to the contribution rules from 1 July 2017, both in terms of contribution caps, but also the introduction of a total superannuation balance concept have highlighted the importance of getting…
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As we continually seek ways to provide easy-to-use documents and workflows as well as meet your individual needs, we have come up with a way that we think will work best for you. Introducing our new Create (Document) Packages Our new CREATE packages are based on only paying for the number of documents you need. With the…
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With a federal election not far away and the Government now in ‘caretaker mode’, any outstanding Bills within Parliament have now dissolved. Given the level of activity over the past six months or more, it would be very easy to be confused about what has become law and what actually didn’t make. Therefore, we’ve provided…
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The ATO has provided an update using Online services for agents that now allows viewing transfer balance cap information and to also lodge the Transfer balance account report (TBAR). Lodging an electronic TBAR You can now lodge a transfer balance account report (TBAR) electronically by completing an interactive form in Online services for agents. The electronic…
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What are the opportunities to explore with your SMSF clients in the lead up to 30 June? What issues do you need to be aware of as we approach the end of the financial year? We held one of our most popular SMSF webinars of the year, on Wednesday, 1 May 2019 at 12:00pm AEST.…
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