Making contributions to your SMSF from 1 July is a whole new ball game, especially for anyone 60 and older. The abolition of the work test up to the age of 75 for non-concessional contributions and the reduction in the downsizer qualifying age to 60 creates a cocktail of confusion when it comes to working out what's best for SMSF trustees like you.
This webinar is designed to give you confidence by answering some of the most common questions related to the recent legislative changes and what this means for SMSF trustees.
This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.
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The Federal Budget was released last night and was met with surprise by many. The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.
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Optimising your clients' total super balances not only ensures they receive concessions they are entitled to but also helps their retirement savings grow faster. Our SMSF experts will share key strategies for maximising the contributions to super.
By Anthony Cullen