Navigating Foreign Pension Transfers to Australia: Is Your Fund a Super Fund or a Trust?
If you have lived and worked overseas, you may eventually want to transfer your foreign retirement savings to
Made a Mistake With a Super Contribution? Here’s What You Need to Know
Making personal tax-deductible contributions to your superannuation is a smart way to build long-term retirement wealth. However, even
Navigating the SMSF Tax Trap: Understanding NALI and NALE
Self-Managed Super Funds (SMSFs) give you control, flexibility, and choice over how your retirement savings are invested. But
Payday Super Is Coming: What It Means for Employees and Business Owners
From 1 July 2026, Australia is changing the way superannuation is paid. A new system called Payday Super
Aged Care raising awareness
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2025-2026 Financial Year Superannuation Threshold
Super Contributions Concessional contributions cap: $30,000 Non-concessional contributions cap: $120,000 Non-concessional contributions cap bring forward and total
Federal Budget 2025
Few surprises were unveiled in the 2025-26 Federal Budget, which largely focused on measures aimed at easing cost
2024 Federal Budget Briefing
Labor’s third Budget was widely expected to focus on cost of living. This was delivered in the form
Understanding Proposed Tax Changes in Australia
Australia is currently amidst a debate about tax changes. We’d like to clarify what’s happening in case you’re
Financial Year 2022-23 Conclusion
The 2022/23 financial year is unique as it is the first time, many older Australians have the opportunity
Financial Year 2022-23 Investments and Covid-19 Relief Measures
In 2022/23 SMSF trustees should no longer be relying on any ATO relief relating to the ongoing impacts
Financial Year 2022-23 Pension
Minimum pension payments It is important to reconcile all pension payments received from retirement income streams to ensure
Financial Year 2022-23 First Home Super Saver Scheme (FHSSS)
The FHSSS allows an eligible individual to withdraw a maximum of $50,000 of voluntary contributions (plus associated earnings/less
Financial Year 2022-23 Couples – Equalisation Strategies
Since the introduction of the TBC regime, spouse equalisation strategies have become an increasingly useful way for couples
Financial Year 2022-23 Super Guarantee (SG) Contributions
The SG rate for 2022/23 is 10.5% of an individual’s ordinary times earnings and is set to increase
Financial Year 2022-23 Downsizer Contributions
From 1 January 2023, the minimum age to make a downsizer contribution was reduced to 55, allowing more
Financial Year 2022-23 Non-Concessional Contributions (NCC)
NCCs continue to present a great opportunity for individuals to transfer more wealth to the concessionally taxed superannuation
Financial Year 2022-23 Concessional Contributions (CC’s)
The annual CC cap in both 2022/23 and 2023/24 is $27,500. However, individuals may have a higher CC
Financial Year 2022-23 Work Test
When the work test was embedded in the SIS Act, it served as a prerequisite to allowing a
Financial Year 2022-23 Contribution Changes in 2022-23
1 July 2022 saw a relaxation of the contribution rules to allow anyone up to the age of