Tim Miller is one of Australia’s leading SMSF educators and presenters with over 23 years’ experience in the Superannuation industry. His experience has been gained through providing legislative and compliance support to thousands of Trustees, Accountants and Financial Planners since joining the SMSF sector in 1999. In addition to servic...View more >
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They say two’s comfortable but three’s a crowd. Now SMSFs can have up to six members.
Transition-to-retirement income streams can play a vital role in the estate planning process. There are also other taxation benefits that can be achieved via their use.
Subject to satisfying the eligibility requirements, these changes help individuals who may want to make a larger one-off contribution.
With certain rules applying, you can legitimately make extra contributions this year and take up the tax benefit.
The transfer balance caps for super monies going into pension phase go up from July 1 and so do the amounts for yearly concessional contributions to super.
How often do you contemplate what happens if a trustee were to die or lose capacity?