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Signup for our Newsletter and we will send you periodic updates with important information including legislative and compliance changes.

 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

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This issue of our newsletter includes information on:

  • our Springwood location
  • donations
  • preservation ages
  • another successful year

June 2016 – Special Budget Edition

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This issue of our newsletter includes information on:

  • Proposed changes announced in the 2016 Budget

May 2014

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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

 

 

 

New to SMSF?

 

 

 

Check out our free resources and then use our online application form.

 

 

 

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.

 

 

 

Newsletters

 

 

 

Download our latest newsletter, it’s full of current news & up to date information.

 

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.

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