Managing the caps

04-Jul-2017

The introduction of the transfer balance cap is an issue top of mind with many SMSF advisers and trustees. Anne-Marie Esler provides an outline of how the cap works as well as some relevant strategies to allow SMSFs .. Read More

Managing the caps

04-Jul-2017

The introduction of the transfer balance cap is an issue top of mind with many SMSF advisers and trustees. Anne-Marie Esler provides an outline of how the cap works as well as some relevant strategies to allow SMSFs .. Read More

The transfer balance cap deconstructed

22-May-2017

The introduction of a transfer balance cap represents one of the most significant changes to this country’s superannuation framework in recent history. Jordan George and Peter Hogan detail how the new cap will .. Read More

The general transfer balance cap demystified

19-May-2017

The ability for an individual to make non-concessional contributions will be determined by a general transfer balance cap under the new superannuation laws. Julie Hartley examines how the cap works and its effect on .. Read More

Small business gets a helping hand

03-Feb-2017

Vicki Stylianou details the framework in place to assist small business owners to address some of the common problems their enterprises face. Small businesses around the world face similar problems, including dea.. Read More

The transfer balance cap explained

03-Feb-2017

One of the most contentious proposed changes to the superannuation system brought down in the 2016 federal budget was the $1.6 million transfer balance cap. William Fettes, Bryce Figot and Daniel Butler explain how i.. Read More

Dealing with excess non-concessional contributions

01-Nov-2016

The proposed introduction of a lifetime cap for non-concessional superannuation contributions has given renewed relevance to the rules governing excess contributions refunds. Julie Steed revisits the processes involv.. Read More

Planning super post budget

01-Nov-2016

The changes to the superannuation system in this year’s federal budget have cast uncertainty over many existing retirement savings strategies. Liz Westover works through the major changes and has a look at imme.. Read More

FOS considerations

01-Nov-2016

Receiving poor service or becoming a victim of financial services product failure is something every SMSF member risks. One avenue of recourse in these circumstances is the Financial Ombudsman Service. Daniel Butler .. Read More

Filling the SMSF portfolio gap

01-Nov-2016

SMSFs have traditionally had low allocations to fixed income investments. But a growing search for capital stability and predictable income is set to increase SMSFs’ use of this asset class to build more defens.. Read More

Some LRBA clarity

28-Jun-2016

The tax treatment of non-bank limited recourse borrowing arrangements has been clouded in recent times, but official guidelines on the subject have now been released. Daniel Butler and Bryce Figot examine the details.. Read More

Video: Fractional property investment

A different avenue to access residential properties...View more

Video: Transfer balance caps

We discuss the angst, uncertainly and confusion..View more