Welcome to our Superannuation Solutions Newsletter.
We hope you find these newsletters informative. Should you have any questions in relation to how these changes may impact you, please contact one of our SMSF Specialists.
Current newsletter
Superannuation Solutions Newsletter Edition 22
In this edition we discuss employers requiring to make SG contributions to employees on ‘payday’, draft regulations enabling superfund members to exit legacy pensions, a breakdown of how and where the SMSF sector is growing and a case outlining potential penalties regarding the mismanagement of an SMSF.
Past newsletter editions
Superannuation Solutions Newsletter Edition 21
In this edition we discuss non-arms length expenditure rule changes, understanding the criteria for the wholesale investor test and distinguishing between wholesale and retail investors, and a current list of important superannuation rates and caps which have changed from 1 July 2024.
Superannuation Solutions Newsletter Edition 20
In this edition we discuss concessional contribution caps increasing, whether you need to take action on the contribution cap bring forward, research demonstrating how SMSFs out perform APRA funds and the ATO’s focus on SMSF compliance to value assets each year at market value.
Superannuation Solutions Newsletter Edition 19
In this edition we discuss Payday super contributions, NALE amendments which are now before the Federal Parliament, how to remedy in-house asset breaches, and the impacts or anomalies of the new tax on super balances over $3m.
Superannuation Solutions Newsletter Edition 18
In this edition we discuss compulsory contribution changes, an exposure draft of NALE legislation, the results of the 2023 super performance test and Super Stream rollover dates.
Superannuation Solutions Newsletter Edition 17
In this edition we discuss the federal budget announcements on 9 May, additional tax on your $3m super balances, compulsory super contributions by employers from 2026, the continued debate over the treatment of non-arm’s length expenses in super funds and when workers are considered as employees in a workplace setting.
