Category: News articles

Technical Newsletter: Edition 1

Edition 1 January 2023 – April 2023 Compiled by the SMSF Association’s technical team, this Technical Newsletter provides a snapshot of key SMSF legislative and technical developments which have occurred […]

One of these four things could push you over the planned $3m super cap

First published in the Financial Review on 26 April 2023. Capital gains tax liabilities and a sudden surge in asset prices just before June 20 are just two of them. […]

Fixing the ‘work test’ for company directors to allow deductible contributions

It all seemed settled. Since 1 July 2022, the requirement for anyone aged between 67 and 75 to satisfy a work test – or be gainfully employed – before making […]

accountantsGPS – Digital SMSF Check-Up Report

Sponsored Content provided by accountantsGPS | Proud partner of the SMSF Association The SMSF Check-Up Report is an Australian first for the SMSF industry. The purpose of the report is […]

Future2 Foundation – Making a difference to those in need in your local community

Content provided by Future2 | Proud partner of the SMSF Association Future2 is the Foundation of the Financial Services Professional and through the annual Make the Difference! Grants program, they […]

SMSF Industry Update Q&A Response

We received several questions from members during the SMSF Industry Update webinar held on 9 March 2023 regarding the Government’s proposed $3m measure. To provide the best possible responses, our […]

Did Active Managers Find Opportunities to Outperform in 2022?

Content provided by S&P Dow Jones Indices | Proud partner of the SMSF Association After dropping 9.9% in the first six months of the year, the S&P/ASX 200 rose 9.8% […]

Think new $3m super cap won’t affect you? Here’s how it could

First published in the Financial Review on 23 March 2023. Unintended consequences could include insurance payouts, non recourse property loans and even death benefits. The government’s decision to introduce a […]

Superannuation Rates and Thresholds

Each year, several key superannuation rates and thresholds are indexed in line with movements to Average Weekly Ordinary Time Earnings (AWOTE) or Consumer Price Index (CPI).Following the release of these […]

Government provides clarity on proposed cap on high super balances

Following the Government’s release of the 2022-23 Tax Expenditures and Insights Statement, a media release issued by ministers Jim Chalmers and Stephen Jones on Tuesday heralded the pending arrival of […]