Last chance for $25,000 super deduction
September 23, 2023

Last chance for $25,000 super deduction

For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.

 
 
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Transferring wealth to the next generation
September 14, 2023

Transferring wealth to the next generation

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.
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Single-asset segregation barred
September 9, 2023

Single-asset segregation barred

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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Returns rebound in 2022-23
August 26, 2023

Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.
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