Calculating contribution limits when thresholds are changing
Meg Heffron
My client Judy had $1.5m in super at 30 June 2022. She was originally going to make non-concessional contributions of $220,000 this year ...
Up-to-date, specialised strategy is core component of an SMSF professional’s arsenal. SMSF Adviser analyses and interprets regulatory and legislative changes to ensure the SMSF sector is kept informed on the tips, tools and best practice for serving SMSF trustees.
My client Judy had $1.5m in super at 30 June 2022. She was originally going to make non-concessional contributions of $220,000 this year ...
This checklist includes some items that aren’t exclusively EOFY or SMSF-related but might be addressed at this time for the sake of ...
In January 2023 Treasury proposed a lower than arm’s length (or nil) expense (NALE) be multiplied by five.
As we reach the pointy end of the financial year, it’s worth turning our minds to Total Superannuation Balance (TSB) as this will be a key ...
Now is the time to finalise your end of financial year planning and ensure your SMSF is prepared to enter the new financial year
In the life cycle of an SMSF, the time may come to wind it up. Over recent financial years, on average, around 15,000 SMSFs are wound up ...
Consider this important question: an SMSF member is married to a second spouse. The member and his second spouse are the two trustees of the ...
All is not lost if a company’s constitution cannot be located. There are several methods to address the situation. The most appropriate ...
Navigating disqualified SMSF trustees can be challenging due to the number of moving parts to deal with.
Getting the timing right on contributions is just one of a host of things SMSF members need to pull together before the end of the tax year
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