Blog / Recent Blogs

Superannuation changes from July 2020

This article looks at changes to the superannuation rules which came into effect after 1 July 2020

More
07 Aug 2020

The ATO announced some technical changes to the SMSF tax return

The ATO has announced some technical changes to the tax return dealing with the different sections within the tax return.

More
07 Aug 2020

Strategies to help maximise entitlements in retirement age

This article discusses strategies to maximise Government pension entitlements in old age.

More
07 Aug 2020

Update account based pensions with Centrelink

Due to the current market condition it may be a good idea to update your details with Centrelink on a more regular basis.

More
01 Jun 2020

Maximise non-concessional contributions (NCC's)

The following article discusses how to maximise non-concessional contributions which can be important to boost future retirement income.

More
01 Jun 2020

Maximise NCC contributions for 65 year olds

Under some circumstances over 65 year olds can still trigger the bring forward rule.

More
01 Jun 2020

Extra super contributions using work test exemption

A person between aged 65 to 74 may be able to put in extra contribution if the total super balance is below $300,000 at 30 June the previous year.

More
01 Jun 2020

Utilise carry forward concessional contributions

There is an opportunity for an additional deductible contribution for a person who has not utilised the total concessional contribution from the previous year.

More
01 Jun 2020

Split concessional contributions to a spouse

Under certain circumstances using the split concessional contribution to a spouse can have some benefits.

More
01 Jun 2020

Strategies to manage total super balance (TSB)

The total super balance will affect the ability to contribute to the super fund and it's therefore important to consider managing the total super balance when the amount is close to the threshold.

More
01 Jun 2020

Recent News Aged-Care Financial-Planning SMSF Special-Disability-Trusts
SOLOMON FORMAN SMSF SPECIALIST ADVISOR SMSF SPECIALIST AUDITOR Forman Financial Services SOLOMON FORMAN CERTIFIED FINANCIAL PLANNERĀ® Forman Financial Services
 
© Forman Financial Services 2014. Design & Developed by maxmoment interactive