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Change ahead as 6 member SMSFs are set to become law

Compliance, Contributions, Federal Budget, GovernmentBy Aaron DunnJune 17, 2021Leave a comment

Whilst much of the media attention focuses on the Senate finalising the ‘Your Future, Your Super’ bill (after a number of amendments), we have seen today as part of the same Senate sitting, two other superannuation-related Bills that have finally been passed. These Bills, having been in ‘limbo’ for some time are: Treasury Laws Amendment…

Federal budget super measures clarified

Contributions, Federal Budget, Income StreamsBy Aaron DunnMay 28, 2021Leave a comment

The Government announced a number of measures in this year’s Federal Budget that were generally positive news for the SMSF sector.  Like many announcements, there is naturally more ‘devil in the detail’ when it comes to these measures being released by Treasury as an exposure draft for consultation. Recently, the SMSF Association has sought clarity…

Webinar: How did SMSFs fare in the Federal Budget

Contributions, Federal Budget, Government, Income StreamsBy Aaron DunnMay 15, 2021Leave a comment

In our wrap-up blog post, ‘how SMSFs fared in the Federal Budget 2021‘ we explored the various measures announced by the Federal Treasurer that impact superannuation and SMSFs. As a follow-up, Smarter SMSF hosted a webinar on these proposed budget measures on Friday, 14 May 2021. You can watch the recording of this session below:…

How SMSFs fared in the Federal Budget 2021

Contributions, Federal Budget, Income StreamsBy Aaron DunnMay 12, 20211 Comment

Over the past few years, the Federal Budget has remained relatively quiet on the superannuation (and SMSFs) front, mostly due to the Government’s election commitment to not tinker further with super. In this budget, we have seen the Government announce a number of proposed super measures – importantly, all positive that create greater flexibility with…

What is sufficient evidence in making a downsizer contribution?

ContributionsBy Aaron DunnMay 6, 2021Leave a comment

The ability to make downsizer contributions has been growing in popularity, with an opportunity to utilise these contributions to not only top-up existing super accounts, but to also use as part of a recontribution strategy to improve an individual’s tax-free and taxable components.  We have seen in a pre-cursor to the Federal Budget, an announcement…

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      • Create25
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    • Support
    • Book a Demo
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    • Smarter documents
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    • Popular documents
      • Company Incorp Special Purpose
      • SMSF Establishment / New SMSF
      • SMSF Trust Deed
      • SMSF Change of Trustee
      • SMSF Investment Strategy
      • Binding DBN
      • Non-binding DBN
      • Pension Commencement
      • Partial Commutation – Cash
      • Lump Sum Payment SMSF
      • Rollback of Pension
      • TRIS to Retirement Phase
      • Limited Recourse Borrowing
    • Full Document List
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      • BGL
      • CLASS Super
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      • Integrations Week
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