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Super

Build a strong path to wealth with our superannuation news and insights.

Increasing maximum SMSF members to six is still official policy

The SMSF Association held its annual conference last week, which was attended by Tax & Super Australia’s CEO Pippa McKee and our President and Chair Stephen Ware. The conference was addressed

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Super

Top 5 ways to trip up with SMSF annual returns

The ATO has compiled, from many years worth of annual return data supplied by self managed superannuation funds, what it says are the top five errors committed by SMSF trustees when lodging their

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Super

Popular SMSF investment option may trip up some trustees

New residential property is a popular investment for many self-managed superannuation funds, however the ATO is concerned that not every SMSF trustee is fully aware that such an investment may

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Super

TBC looks like staying put at $1.6 million until next year, with no indexation

The latest All Groups CPI figure for the December 2019 quarter has just been published, and has come in at 116.2. What this will mean for SMSF trustees is that the general transfer balance cap

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Super

A year-old drop-off in newly establishing SMSFs has been reversed

Since September 2018, the number of newly established SMSFs started to drop. But the latest SMSF data from the ATO shows that by the same date a year later, establishments had grown again to

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Super

What your clients need to know about the First Home Super Saver scheme

The First Home Super Saver (FHSS) scheme was introduced in the Federal Budget 2017-18, with an aim to reduce pressure on housing affordability. The scheme allows eligible taxpayers to save money

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Super

Retirement income review consultation paper released (debating to follow)

Treasury has released a consultation paper on the retirement income review (or click here for a PDF version). The independent review, recommended by the Productivity Commission, established a

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Super

Super strategies will soon need to factor in new transfer balance caps

When the legislation to limit the amount that can be transferred into a pension account took effect on 1 January 2017, there was always written into those rules a requirement for the transfer

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Super

The SG amnesty is a step closer

The Senate Economics Legislation Committee has tabled its report on Treasury Laws Amendment (Recovering Unpaid Superannuation) Bill 2019 and recommended that it be passed. (Scroll down to take

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Super

More to woes in TBC case than the use of “remove” instead of “commute”

A taxpayer is being obliged to pay an amount of excess transfer balance (ETB) tax, even though he took active steps to reduce his pension account balance to be under the cap by following the

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Super

ASIC concerns lead to robo-advice tools being shut down

A Sydney-based AFSL holder has agreed to close some of its digital advisory offerings after ASIC made approaches to it with concerns over the quality of advice distributed by the robo tools. The

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Super

ATO “heavy focus” on SG obligations starts by targeting small sample of employers

The ATO’s Deputy Commissioner, Superannuation and Employer Obligations, James O’Halloran, has announced in a speech to the Australian Institute of Superannuation Trustees (AIST) that with the

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Super

Date set for shut down of tax agent and BAS agent portals

Corporate myGovID frustrations revealed and (partially) allayed

STP proves time‐consuming, costly and onerous for micro employers

Drawdown rates: Too high, too low, about right?

Transition from AUSKey to myGovID: All you need to know

From the Blog

Increasing maximum SMSF members to six is still official policy

Top 5 ways to trip up with SMSF annual returns

Popular SMSF investment option may trip up some trustees

TBC looks like staying put at $1.6 million until next year, with no indexation

A year-old drop-off in newly establishing SMSFs has been reversed

What your clients need to know about the First Home Super Saver scheme

Retirement income review consultation paper released (debating to follow)

Super strategies will soon need to factor in new transfer balance caps

The SG amnesty is a step closer

More to woes in TBC case than the use of “remove” instead of “commute”

ASIC concerns lead to robo-advice tools being shut down

ATO “heavy focus” on SG obligations starts by targeting small sample of employers

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