Newsletters Subscribe to Our Newsletter

Change is the only constant in the world. Rise to meet it.

      

                                  March/April 2018

 

Change is the only constant in the world. Rise to meet it.

More about the superannuation changes are included in this edition of SMSFCom. #KeepingTrusteesInformed.

I have included some helpful links below  from the ATO as a preliminary resource. You can read these articles to ask more informed questions from your helpful expert either in financial planning or accounting to get extra clarification, if necessary.

We had spoken to Rita Zappulla of SMSF Strategic Advisors / Cairns who thoughtfully stated - some of the changes are very beneficial and some are restrictive. Rita generously had a seminar (that we attended) on the changes and explain the implications in general terms and is well versed in SMSF needs. You can click here to visit Rita's website. 

Transfer balance cap

https://www.ato.gov.au/individuals/super/accessing-your-super/transfer-balance-cap/

New transfer balance cap for retirement phase accounts

 New transfer balance cap – defined benefits

 and also see New transfer balance cap – defined benefits (PDF, 166KB)

 

The most restrictive, I think, is the 1.6million cap. How have you dealt with this restriction? Contact us and have a chat or go to our Facebook group page and comment on any of the changes.

 

SMSF Community is always on the move to bring you great resources and expertise.

Here are highlights from our newest supporters of smsfcommunity.com.au.   

 

Watch the Q&A Video from VectorVest and see how they can help you.    

 

We welcome TBA Law based in Nagambie (Melbourne) who, we are happy to say, will be contributing articles to our blog page. Watch for their upcoming blog very soon and click on the banner below to see what else they have to offer from their website.

 

We also welcome SMSF Admin Plus in Geelong. End of Financial Year is just around the corner. Do you have your paperwork up to date or do you let the experts help out.  Glenn’s website is still under construction but you can still click on the banner and have a chat or just give him a call!

 

We are very proud to have a new advocate in Phil Allen from Latitude Property who has some informative and interesting posts in our SMSF Community Facebook group page. Check it out!    

  

 

 This newsletter was created as general information only.