Recent Commentary
What’s the work test exemption?
An exemption to the work test allows recently retired individuals to make contributions without satisfying the work test requirements in the contribution year.
Fingers crossed, the $25,000 concessional cap and carry forward rule is set to change
Our limit for concessionally taxed employer and personal deductible contributions has remained at $25,000 since superannuation reforms kicked in three years ago. All indicators point to a change from ..
How to plan any withdrawals from your super
As the outcomes for a fund, its members and their beneficiaries differ, advance planning for how these withdrawals are treated is essential.
When can an SMSF trustee refund contributions?
Recent changes to the contribution rules necessitate a revisit to how they work to ensure SMSF trustees and members don’t get caught out.
Who will control your fund when you no longer can?
The selling point of a self-managed superfund (SMSF) is being able to control your own fund. Though, there are a number of questions you need to be asking before setting up an SMSF, with the most impo..
How to access your super because of COVID-19
Here’s how a member can access their super if COVID-19 has put them under financial hardship.
