by sjtmdwns | Oct 12, 2020 | Uncategorized
SMSF COVID-19 UPDATES Due to the economic fallout and market volatility created by the Coronavirus, the Australian Government and the ATO have each separately announced various measures designed to help retirees navigate this new financial landscape. Some law changes... 
by sjtmdwns | Sep 25, 2020 | Uncategorized
Minimum pension payment planning The Government has halved the minimum pension payment obligation for the 2020 and 2021 income years. This lower pension payment obligation makes it more likely that individuals will draw down pension capital above the minimum (e.g., to... 
by sjtmdwns | Sep 25, 2020 | Uncategorized
Super contribution changes 2020 In a win for retirees, recent Government law changes now make it easier for retirees to contribute super for both themselves and their spouse. Retirees able to contribute more under work test changes Traditionally, individuals aged 65... 
by sjtmdwns | Sep 22, 2020 | Uncategorized
ATO Early Release Of Super In light of the financial hardship being experienced by many Australians during the Coronavirus pandemic, the Government has extended early access of superannuation until December 2020. However, the ATO has expressed concern regarding... 
by sjtmdwns | Aug 1, 2017 | Uncategorized
Updating Your SMSF Trust Deed It is important to have a robust and up-to-date trust deed for your SMSF. Over the years there have been many changes to government requirements around how SMSFs are managed. Whenever the government make changes to SMSF regulations or... 
by admin | Mar 25, 2017 | Uncategorized
Education for SMSF Trustees – ATO SMSF Trustee Education Tool Are you new trustees to SMSF or looking to improve your knowledge as existing SMSF trustees? Australian Taxation Office lists a number of free online SMSF Trustee Education tool to assist the new... 