Enquiry into the wholesale investor test
Clients may be aware of the wholesale investor test, which is used to distinguish between wholesale and retail investors. The … Continued
Tag: Superannuation
Important super caps and rates
We summarise a number of important superannuation rates and caps for your convenience, especially where they have changed from 1 … Continued
Non-arm’s length expenditure changes new law
In earlier editions of Superannuation Solutions we have described the effects of the non-arm’s length expense (NALE) rules which were … Continued
Ensuring you are in the best possible tax health by 30 June 2024
With 30 June approaching, we draw your attention to year-end tax planning strategies and compliance issues you need to consider … Continued
Primary Production Property held in a Self-Managed Superannuation Fund (SMSF), is it worth it?
Self-Managed Superannuation Funds (SMSF) are governed by the Superannuation Industry Supervision (SIS) rules through the Australian Taxation Office (ATO). An … Continued
Superannuation Solutions | Edition 19
Welcome to the latest edition of our Superannuation Solutions Newsletter Click on the articles below to read more: Payday Super … Continued
NALE legislation now before federal parliament
The controversial amendments proposed by the Federal Government to the non-arm’s length expenses provisions of the tax law are now … Continued
How the Australian dollar moves your investments
It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good … Continued
Should I buy insurance through my super?
While we all hope for good health, the reality is that some of us may struggle at times with sickness … Continued
Results of the 2023 super performance test
The Australian Prudential Regulation Authority (APRA) has released the results of the 2023 superannuation performance test. This annual test first … Continued