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Aaron’s Top 5 SMSF strategies for 2023

Contributions, Income Streams, smsf day, Total Superannuation Balance, WebinarBy Aaron DunnFebruary 1, 2023Leave a comment

 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…

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…

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…

No indexation for the transfer balance cap (for now)

Contributions, Income Streams, Total Superannuation BalanceBy Aaron DunnJanuary 30, 2020Leave a comment

In our blog post titled, ‘once indexation starts, let the fund begin’ on 2 December 2019, we spoke about the potential for indexation of the general transfer balance cap (‘general cap’) where the CPI figure for December 2019 is 116.9 or higher.  Well, the Australian Bureau of Statistics’ CPI figure released on 29 January 2020…

Once indexation arrives, let the fun begin

Contributions, Total Superannuation BalanceBy Aaron DunnDecember 2, 2019Leave a comment

There’s been plenty to consider since the introduction of the super reforms post 1 July 2017 – CGT relief, the introduction of the transfer balance cap and total super balance (TSB) to name a few…From a transfer balance cap (TBC) perspective, things have been relatively straight forward with an individual’s personal TBC (‘personal cap’) aligned…

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