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Contribution caps to rise from 1 July 2021

ContributionsBy Aaron DunnFebruary 25, 2021Leave a comment

One of the final pieces to the contribution jigsaw is now in place for 1 July 2021, with the half-yearly AWOTE figure for November 2020 being published, confirming indexation of the concessional contribution (CC) cap from $25,000 to $27,500. Indexation of the CC cap applies in $2,500 increments and is measured against the base figure…

Transfer balance cap increase from 1 July 2021

Contributions, Income Streams, Total Superannuation BalanceBy Aaron DunnJanuary 28, 2021Leave a comment

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…

Legislative stock take at the end of 2020

Compliance, Contributions, Documents, Federal Budget, GovernmentBy Aaron DunnDecember 22, 2020Leave a comment

As we close what has been a year one like no other, we’ve seen a number of key measures finalised and become law throughout 2020.  However, we’ve equally seen a range of announced measures that remain outstanding as we move towards 2021. The following table below provides a legislative stock take of the items impacting…

JobKeeper and contributions for members aged 67 to 74

Contributions, COVID-19By Aaron DunnOctober 24, 2020Leave a comment

With changes to the SIS Regulations from 1 July 2020 that extended the age to 67 before requiring a work test has been met have been well received, albeit we continue to wait patiently for the bring-forward legislation to pass both houses of Parliament. For some older working Australians during this pandemic period, they like…

Extending contributions through to age 67

Contributions, Total Superannuation BalanceBy Aaron DunnMay 30, 20202 Comments

There was a point in time earlier this year due to the coronavirus pandemic, that the proposed changes from 1 July 2020 to increase the age limit to make contributions would not take effect as intended. However, we have now seen Superannuation Legislation Amendment (2020 Measures No. 1) Regulations 2020 registered, in which makes amendments…

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