From 1 July 2023, reporting of debits and credits under a member’s transfer balance cap (TBC) is required on a quarterly basis – this is regardless of
whether funds were previously classified as an annual or quarterly lodger for TBAR purposes.
Webinar on Demand: Maximising Your Super
Michelle Griffiths will show you how just $100 p.m can make a significant impact and will share some ideas on how to maximise your super.
Why Australian property prices are so high
Find out about the latest updates in finance and loans.
$3m Cap – draft legislation released
The government has now released draft legislation for the introduction of the additional earnings tax for superannuation balances over $3 million. Click here to learn more.
Industry Super Funds – are they cheaper?
Industry Superannuation Funds play a critical role in safeguarding the retirement savings of millions of Australian workers. Learn more about how Industry Funds work.
Will you outlive your money?
Your biggest risk in retirement is not losing your money, it is outliving your money. Here are some considerations to take into account when planning for your retirement.
Webinar On Demand: Achieving financial independence in retirement
Whether you are planning your retirement or already retired, understanding the financial options you have and making informed decisions is critical to your financial independence. Learn more in our upcoming information session.
The best questions (and answers) from our Super Seminar
Here are some great SMSF questions (and answers from our super experts) asked during our superannuation seminar that just wrapped up.
Refinancing jumps 12.6% year-on-year
“Refinancing activity has remained at record highs in recent months, as borrowers continued to switch lenders amid interest rate rises,” according to the Australian Bureau of Statistics (ABS).
Webinar On Demand: Where there’s a Will, there’s a way
Learn from our Estate Planning Specialists and gain valuable knowledge so you can be in control of your Estate and protect your family.
Upcoming Event: Mastering Wealth Creation from your Business
In this event for business owners, we will challenge you to stop and think about your personal plan and what you need to do to create the outcomes that you want, not just in your business but in your personal and family’s financial life.
Top 10 SMSF property questions (and answers)
Here are some great questions on property (and answers from our super experts) asked during our superannuation seminar that wrapped up in July.