In this week’s edition of ‘feeling smarter’, Tim Miller and Aaron Dunn look to untangle the concept of contribution reserving, a topic of heightened interest especially with the upcoming increase in the concessional contributions cap starting from July 1, 2024 from $27,500 to $30,000. The Growing Interest in Contribution Reserving The notion of contribution reserving…
In episode 24 of our ‘Feeling Smarter’ video series, Aaron and Tim sat down to discuss the interaction between Capital Gains Tax (CGT) cap exemptions and the concept of in-specie contributions. This blog sheds light on recent developments and practical applications of these tax rules, which are crucial for SMSF trustees and members looking…
In the spotlight of our latest “Feeling Smarter” video (episode 22), Aaron Dunn and Tim Miller delve into crucial insights from the recent SMSF Association National Conference held in Brisbane, with a particular focus on the session presented by Tim. This session shone a light on the strategic implications of the upcoming changes to…
As we approach 30 June many clients will be wanting to maximise not only the amount they can contribute to superannuation but also the maximum deduction they can claim on their personal contributions. For what it’s worth, there is no maximum amount that can be claimed but there is a maximum amount before the excess…
What topics are likely to shape the SMSF sector in the coming year? How are these likely to impact our SMSF clients? and what action should we be looking to take? These are all questions for practitioners working with SMSF clients in 2023… In one of our most popular webinars each year, leading SMSF…
