by Ben Smith | Jun 25, 2019 | SMSF Specialists
From 1 July 2019, the Protecting Your Super reforms will commence. It’s important to understand how these changes will impact you – particularly where you have a super fund being maintained for insurance purposes only. Superannuation reforms announced in February will...
by Ben Smith | Apr 17, 2019 | SMSF Specialists
The federal election has been called for 18 May 2019 and both major parties have outlined their superannuation and tax policies. With the federal election only weeks away many of our clients have been asking what the major political parties’ policies are that may...
by Ben Smith | Jan 21, 2019 | SMSF Specialists
What is it? It’s a lifetime limit on how much of your superannuation balance you can transfer from your accumulation account(s) to tax-free ‘retirement phase’ account(s) that allows you to receive pension income.. This limit is known as the ‘transfer balance cap’. The...
by Ben Smith | Jun 14, 2018 | SMSF Specialists
From 1 July 2018 the new ‘downsizing’ into superannuation rule will be able to be used. For those that meet the criteria, this could be used to top up your super and assist with your retirement plans. This ‘downsizer’ rule allows those that are over 65 and sell their...
by Ben Smith | Feb 9, 2018 | Accounting & Audit, SMSF Specialists
The ATO Small Business Superannuation Clearing House (SBSCH) is going through some major changes in February 2018. We have prepared a summary on the changes and how it might impact your business: The current SBSCH system will be available to make super...
by Ben Smith | May 22, 2017 | SMSF Specialists
Roberts & Morrow are hosting a Primary Production Seminar on Thursday 25 May at 3:00pm. For further details please check out the invitation.
