ATO advice regarding year-end trustee resolutions
5 Tips for trustee resolution compliance The ATO has advised that, in the lead-up to 30 June, trustee clients who wish to make beneficiaries presently entitled to trust income for Read More…
5 Tips for trustee resolution compliance The ATO has advised that, in the lead-up to 30 June, trustee clients who wish to make beneficiaries presently entitled to trust income for Read More…
Use this checklist to review the health of your super in 5 easy steps Getting started The best way to perform these checks is either on ATO online services through Read More…
ATO warns SMSF trustees against illegal early access to superannuation Reminder of strict rules on using SMSF funds for personal or business expenses and related party investments The ATO has Read More…
Transfer balance cap due to increase this July An individual’s transfer balance cap (‘TBC’) determines the maximum amount they can commit to a retirement phase interest in their super fund, Read More…
Be aware of new eligibility rules regarding superannuation downsizer contributions In another recent legislative change, the eligibility age to make a downsizer contribution into superannuation has been reduced to 55 Read More…