On Thursay the 30th of July, Mike and Frank attended the SMSF Association State Technical Conference where they had the pleasure of meeting the CEO of the SMSF Association (formally known as SPAA), Andrea Slattery. Since establishing the SMSF Association in 2003, […]
Business in Bali – Key Highlights! From the 12th to 16th July 2015 SuperAA attended the Panalitix Annual Conference. After listening to the Key Speakers…..the take-away’s really endorse our business philosophy which represent the key elements that drive our own […]
Q: I run a single member SMSF. I am 70, retired and my entire members balance is an Account Based Pension. 99% of my assets are in a Term Deposit and the small amount left over is in a bank […]
Darren Snyder from the Financial Standard has written an interesting article about Financial services representative groups weighing in to a debate about the federal government’s uncertain position regarding superannuation tax reform. Here is the link, it’s worth a read: http://www.financialstandard.com.au/news/view/50563704 […]
The GREATEST Aerial Skier OF ALL TIME! Never before have I seen so many people absolutely speechless, shaking their heads, at the conclusion of a guest speakers presentation at any conference. Jacqui Cooper (shown above – centre) – to be […]
Phhhhewwww….all the concern and talk of changes to SMSF LRBAs and taxes on Pension Income has been overlooked in the 2015 Federal Budget. The SMSF sector has plenty to smile about. Our view is this provides a firm footing to […]
Often practitioners get hung up on whether an entity in which the SMSF has invested is deemed a ‘related party’ or not! The first consideration is to determine whether the SMSF has invested in excess of the 5% in-house asset […]
One of the most popular questions we received from our clients over the past 6 months relates to the rules and regulations around the 3-year non-concessional contribution cap bring-forward rule. From 1 July 2014 the after-tax contribution cap increased to […]
The labour government recently announced it would be proposing two changes to the current superannuation system if they are elected into power. 1. Higher Tax on Super Contributions The first proposed change is to extend the additional 15% tax on […]
Some house keeping to alert you all to number of changes for SMSFs which apply for the 2012-2013 year. The most important to note are: Section A: Item 6 has been changed from Fund Auditor to SMSF Auditor. An SMSF Auditor […]
