Superannuation

SMSF-Friendly Federal Budget

09/05/2018 by Sinclair Wilson in General News, News, Superannuation, Tax & Business Advice

A Self Managed Super Fund– friendly budget is the good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes brought in on 1 July last year, this Federal Budget will provide much needed stability while looking to reduce costs for SMSFs and prove additional...

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Self-managed superannuation, Warrnambool

Trust deeds in the new SMSF world

28/09/2017 by Wayne Promnitz in Superannuation

Your superannuation trust deed along with the superannuation laws form the governing rules that self managed super funds (SMSFs) needs to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning....

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Industry leaders come together to plan for super changes

17/02/2017 by Felicity Melican in Superannuation

With the changes coming through this year around superannuation and particularly SMSF’s, it is critical we have up to date information and are across all aspects of the legislation. Attending the SMSF Association 2017 Conference supports this ongoing and evolving knowledge base and is particularly relevant given it offers Accounting, Audit, Administration and Investment streams...

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The latest superannuation legislation changes explained

05/10/2016 by Wayne Promnitz in Superannuation

The Government has abandoned its policy to introduce a $500,000 lifetime cap for non-concessional superannuation contributions. However, on 27 September it released draft legislation implementing a number of other changes to superannuation announced in the 2016 Federal Budget. Included in the latest legislation were amendments relating to: Implementing the Government’s $1.6 million transfer balance cap,...

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Sound SMSF advice for your retirement

19/10/2015 by Michael Klem in Superannuation

Do you have an SMSF (Self-managed Super Fund) or are you looking to set one up but don’t know where to start? The wrong advice can be costly and you need highly qualified professionals to guide you through the process to ensure your retirement is a comfortable one. Based in Warrnambool Victoria, we are one...

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