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November 2020
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This issue of our newsletter includes information on:
- The Downsizer Contribution
- Noel Whittaker book give away
- Recycling coffee capsules
- Paying expenses
- Donations
July 2020
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This issue of our newsletter includes information on:
- Contributions for 65 & 66 Year Olds – No Work Test
- Spouse Contributions over 65
- Bring Forward for 65 & 66
June 2020
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This issue of our newsletter includes information on:
- Covid-19
- Pension Minimum changes
- Office Mascot
- 100% on time lodgements!
September 2019
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This issue of our newsletter includes information on:
- Record keeping
- Noel Whittaker’s new book
- Changes to Work Test
- Catch up Concessional Contributions
June 2019
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This issue of our newsletter includes information on:
- Minimum pension reminder
- Donations
- Free Shopping Bags
- Our Fees
2019 Conference
SSPL Registration Form – Newnham Hotel
Please click on the link above for full details regarding our upcoming conference and registration form. Please email us a copy of your completed registration if you are interested in attending our 22 May 2019 conference. Alternatively, please call one of our friendly team who will be happy to assist on 07 3808 1500.
November 2018
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This issue of our newsletter includes information on:
- The Downsizer Contribution
- Concessional Contributions Cap for High Income Earners
- Christmas Closure
- How to Rate us on Google
- Proposed Seminar
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.
