Find out why a growing number of firms had made the switch to a document subscription with Smarter SMSF. This webinar forms part of our regular series of webinars that connects the technical elements of SMSFs to the practical issues within your practice. Learn more about why firms have become document subscribers and how…
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We explored the latest features, documents and updates across the Smarter SMSF platform. It provides members and general users of the Smarter SMSF platform with an opportunity to see a demonstration of the work conducted by the team over the past 3 months. In our July 2023 update, we explore a range of changes…
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As we know, the General Transfer Balance Cap (GTBC) was introduced from 1 July 2017, originally set at $1.6 million, and is a cap on the how much can be transferred to a retirement phase pension for a member. It is also the threshold for determining eligibility for various contribution measures. The cap is indexed…
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Explore the various ways in which practitioners can access accredited CPD hours through a combination of live webinars, webinar recordings, virtual events, self-paced learning and face-to face events. Includes: Provide a live demo of Smarter SMSF’s learning platform, exploring access to webinars, course content, CPD records and more. What it means for Smarter SMSF…
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As far as superannuation rates and thresholds are concerned, high inflation can have both a positive and negative impact. On the positive side we see an increase in the General Transfer Balance cap (‘general cap’) resulting in higher pension commencement values and greater capacity to make non-concessional contributions, but on the negative we will see…
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