Families

Check now for your share of $17.5b in lost super 17th October 2018

New data released by the Australian Taxation Office (ATO) reveals the total amount of lost and unclaimed super was reduced by over $420 million in 2017-18 but there is still $17.5 billion waiting to be found....

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End of the financial year – is your SMSF ready? 28th June 2018

With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out of your SMSF....

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Australian Federal Budget Review 2018: SMSF & Superannuation Edition 25th May 2018

An SMSF friendly budget is the good news coming out of the 2018-19 Federal Budget. Friendly only in that there were no major changes to superannuation....

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Australian Federal Budget Review 2018 8th May 2018

In the run-up to the Federal Budget, two things were expected, a budget that responsibly delivered tax cuts and also a budget that delivered ‘meaningful’ tax reform....

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Are you risking your retirement savings? 8th May 2018

If you’re planning for your retirement, don’t risk your nest egg by getting involved in arrangements that are at odds with tax and superannuation laws!...

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Franking credits and your SMSF 18th April 2018

You may have noticed significant media coverage recently regarding the Australian Labor Party’s proposed policy to stop SMSFs from receiving tax refunds for the franking credits they receive in conjunction with the dividends paid from Australian companies they own....

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Property and my SMSF 23rd March 2018

Directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it’s an important and significant part of a diversified portfolio.  There are numerous strategies and ways for property to form part of an SMSF’s investments and each must be carefully considered....

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It’s time to think about your investment strategy 26th February 2018

You’ve made it through the financial year and navigated the new superannuation laws that took effect on 1 July 2017 but there is one thing you should always think about and that’s your investment strategy. Additionally, there is no better time than right after a financial year ends where you can review your self managed super fund’s (SMSF) investment strategy and its performance. ...

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Key Aspects of CGT Relationship Breakdown Rollover Relief 21st April 2017

The capital gains tax (CGT) rollover relief for marriage or relationship breakdown is, suffice to say, highly significant for people who are experiencing the trauma of a relationship breakdown; especially where substantial assets may be involved....

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ATO Update On Super Reform 20th April 2017

On the 22nd March, the ATO published three guidance notes, each explaining the change, what actions need to be done before 30 June 2017 and after 1 July 2017 and also practical examples how the changes will apply....

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