With CPI having increased by 0.9% for the December 2020 quarter, we have seen the CPI figure move to 117.2, above the required figure of 116.9 for indexation to apply in respect to the transfer balance cap. This means that from 1 July 2021, the general transfer balance cap (‘general cap’) increases from $1.6 million…
Details
#TBARmaggedon has arrived… The first regular reporting date for transfer balance account (TBA) purposes occurs on 28 October 2018 for fund’s that need to report quarterly. This due date will require the fund to report ‘events’ from both: the 2017-18 financial year; and first quarter of 2018-19 financial year (July – September 2018). For SMSFs, transfer…
Details
Wow! With nearly 600 registrations and the ‘full house’ sign up, we had a fantastic response to our first webinar of the year on Aaron’s ‘top 9 things you need to know for 2019’. As we again face a period of uncertainty across the political landscape and in response to outcomes from the Financial Services…
Details
It is with great excitement that we announce the appointment of Tim Miller to the newly created role of SMSF Technical & Education Manager, significantly expanding our CPD & education capabilities. “This is a significant appointment for Smarter SMSF and its members,” says CEO, Aaron Dunn. “Tim is well-known and highly respected for his views…
Details