Super
CategoryIs your SMSF adequately diversified?
When forming a fund’s investment strategy, diversification is a notable consideration for SMSF trustees. By spreading the investments of a..
First Home Super Saver Scheme
The First Home Super Saver (FHSS) scheme was introduced in the Federal Budget 2017–18 to reduce pressure on housing affordability. The sch..
How the ‘Protect Your Super’ changes will affect you
A number of changes to superannuation will come into effect from 1 July 2019. The ‘Protect Your Superannuation’ Bill passed through Parlia..
What and when you need to report in your SMSF
The event-based reporting (EBR) framework for self-managed super funds (SMSFs) commenced on 1 July 2018. This system allows the ATO to adm..
In’s and out’s of the super downsizer scheme
Under the super downsizer scheme, eligible individuals that are 65 years and older may be able to make a contribution into their superannu..
What disqualifies you from an SMSF
Self-managed super funds are regulated by the ATO and have specific eligibility criteria that members and trustees must follow. While anyo..
ATO warns of TBAR lodgement errors
With upcoming annual lodgement dates for Transfer Balance Account Reporting (TBAR), the ATO is alerting funds of common lodgement mistakes..
Super changes to protect employees’ entitlements
Several revisions from the Treasury Laws Amendment (2018 Measures No.4) Bill 2018 took effect from 1 April 2019. These measures are design..
Is your SMSF meeting its PAYG obligations?
The ATO has called on self-managed funds to check whether they are meeting new pay-as-you-go (PAYG) withholding obligations for capped def..
Expanded super for older Australians
The 2019-20 Federal Budget has placed a strong focus on the growth of the economy whilst also having the intention to look after older Aus..