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July 2018
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This issue of our newsletter includes information on:
- Event Based Reporting
- Transfer Balance Account
- Total Superannuation Balance
June 2018
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This issue of our newsletter includes information on:
- Minimum pension reminder
- Transfer Balance Account (TBA)
- All TBA reporting due 1 July 2018 fully completed by Superannuation Services
- Refer a friend
February 2018
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This issue of our newsletter includes information on:
- Death benefits
- Transfer Balance Cap (TBC)
November 2017
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This issue of our newsletter includes information on:
- Reminder – minimum pensions must be taken before 30 June
- Contribution types & caps explained in more detail
June 2017
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This issue of our newsletter includes information on:
- Reminder – minimum pensions must be taken before 30 June
- Pension commutations and the new $1.6M balance cap from 1.7.2017
- Contribution limits
- refer a friend
December 2016
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This issue of our newsletter includes information on:
- our office closure over Christmas
- our Budget changes information session planned for early 2017
- current rules
- donations
- terminology
- refer a friend
June 2016
This issue of our newsletter includes information on:
- our Springwood location
- donations
- preservation ages
- another successful year
June 2016 – Special Budget Edition
This issue of our newsletter includes information on:
- Proposed changes announced in the 2016 Budget
May 2014
This issue of our newsletter includes information on;
- Our Admin Fees
- Budget 2014
- Deeming Rules – New Centrelink Assessment Rules
- New Penalty Powers for the ATO
- High Income Earners Lose the Concessional Tax on Taxable Contributions
Existing SMSF
You can get a free health check and we can go through your options with your existing SMSF.
Info for Experts
Are you a Financial Planner or an Accountant looking for expert back-up? We will answer your questions.
Having your own self managed superannuation fund is easy
Our website will help answer some of your questions, but please call us on 07 3808 1500 if you want to talk to a “real” person and discover the best options for you.
