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Monthly Archives: June 2023
Masterclass SMSF – Last days! – Ultimate End of Financial Year List!
Time is running out to take action for the End of Financial Year (EOFY). Here is a recap of our recent posts, for SMSF and Personal checklists, with an extra notice about cut off dates (item 1 below) for end … Continue reading
Masterclass SMSF – EOFY – Pension Backdating technically not allowed – be careful
An SMSF legal expert has issued a warning to advisers and trustees about the potential risks involved in retroactively applying a pension to the previous financial year for their clients. DBA Lawyers director Daniel Butler noted a pension can only … Continue reading
How do you want to retire = planning & assessing how you WILL retire!
The answer is planning & assessing with 5 steps – Get the Cheatsheet and get it sorted –
Masterclass SMSF – Ultimate End of Financial Year SMSF Australia – time is running out!
Time is running out to take action for the End of Financial Year (EOFY). Here is a recap of our recent posts, for SMSF + Personal checklists, with an extra notice about cut off dates (item 1 below) for end of … Continue reading
Basics about Super – Contributions to Super – get them right for EOFY before 30 June
You can add to your super by making: Personal super contributions; Salary sacrifice arrangement with your employer; For your spouse; Eligible for government contributions; Transferring super from foreign super funds; Downsizer contributions (selling personal home and money left over). There … Continue reading