Category Archives: Superannuation General

NEWS – Super changes coming 1 July 2017! – In summary

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading

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Basics about Super – Small Business Superannuation Clearing House (SBSCH) – How it can help Small Business

The Australian Tax Office (ATO) has a service called the Small Business Superannuation Clearing House, designed to help small business (with less than 19 employees) meet their super obligations as employers. Here is what the ATO site says – The … Continue reading

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Masterclass SMSF – Borrowing in SMSF – The Cans and Cant’s

Bryan Ashenden at Money Mangement writes about the cans and cant’s of borrowing in SMSF- One of the investment opportunities available to self-managed superannuation fund (SMSF) trustees is the ability to purchase an asset using borrowed funds. From the original … Continue reading

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NEWS –Super Changes Passed in Parliament April 2017

Reporting at Advisor Voice – After receiving feedback from industry, the federal parliament has passed amendments giving effect to regulatory change, continuing the implementation of changes to superannuation that were announced by the Turnbull government in the 2016 federal budget. … Continue reading

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Basics about Super – Transition to Retirement TTR – How does it work?

A TTR (Transition to Retirement) is a method for topping up your income as you approach retirement. It helps you supplement your work income with a super pension, enabling you to work less or part-time. It is good to see … Continue reading

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Masterclass SMSF – CGT Relief – Capital Gains Tax Superannuation exemption when moving excess pension over $1.6 mill. pension account cap by 1 July 2017

If you have more than $1.6 million in superannuation pension phase, and/or a transition to retirement income stream (TRIS) and you wish to continue from 1 July this year, you must reduce the pension balance down to the $1.6 mill. … Continue reading

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CASE STUDY – George & Sue – Wanted to use SMSF to control and manage super by direct investments

George and Susan knew our financial advisor via referral from one of the advisor’s clients. George had experience with personal direct share investment in his spare time after his busy professional position that included interstate travel for a multi-corporate. Sue … Continue reading

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