The Tax Office is now zeroing in on lifestyle assets and has now extended its lifestyle assets data-matching program for the 2020–21 financial year through to 2022–23, allowing it to…
Super Changes from 1st July 2021With a new financial year there come a raft of changes, particularly in the superannuation space. On 1 July 2021, the super guarantee rate rose…
The Government had previously introduced a new compassionate ground of release allowing individuals to access their superannuation entitlements where those benefits are required to assist them to deal with the…
Adding a little extra money into your super before you’re taxed – known as salary sacrifice – could really boost your balance for the future. Salary sacrifice is an arrangement…
While most of us will hopefully accumulate enough superannuation throughout our working lives to have a comfortable retirement, many of us simply won’t have the funds there to splurge on…
If you’re thinking of setting up a self-managed super fund (SMSF), there are lots of things you need to consider first. That’s why it’s important to understand exactly what’s involved…
Here’s a step-by-step process to help you review your superannuation statement: Check your details are correct. Address, contact information, date of birth, tax file number and so on. If you…
The Treasury Laws Amendment (Recovering Unpaid Superannuation) Bill 2019 has now been passed and is awaiting royal assent. The SG amnesty provides for a one-off amnesty to encourage employers to…
What are downsizer contributions? Downsizer contributions are superannuation contributions which have been sourced from the sale proceeds of the current or former principal place of residence of a taxpayer (or…
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