A major update to the small business superannuation clearing house (SBSCH) was introduced on 15 March 2024 that potentially impacts businesses being able to make superannuation guarantee contributions into SMSFs.
The ATO’s role in SMSF investment strategy
Michelle Griffiths, our Investment Advice & Wealth Partner was recently quoted in Self Managed Super magazine. The article highlights the ATO’s role in assessing whether a SMSF investment strategy is appropriate.
SMSF Q&A Corner: Insights for Accountants
In this segment, we aim to provide expert insights into the questions you may have. Whether you’re an experienced SMSF accountant or just dipping your toes into the realm of superannuation, our team at TAG is here to guide you through any challenges.
TAG Super Strategies Seminar 2024 – Registrations Now Open!
Step away from the office and join us in Melbourne CBD (livestream available) for delicious food, in-depth superannuation discussions and case studies surrounding strategies to help you maximise your client’s super.
Contribution Caps to Increase
The government has announced that contribution caps will increase with effect from 1 July 2024. Read more in this article.
Starting a client’s pension? What needs to be considered…
Your client has worked hard to build up their superannuation, and now it’s time to transition to a pension. Yet, beneath the surface lies a wealth of financial considerations crucial for shaping your future stability. It’s akin to an iceberg, with the pension representing merely the visible tip, while a myriad of vital considerations remain hidden below.
Calling for your best SMSF question
We are launching a new segment where accounting firms can connect, exchange ideas, pose questions, and share real-life case studies related to superannuation.
Superannuation – what 2024 should bring
In this article we provide an overview of where we are at with superannuation as we enter 2024.
TAG Christmas Closure Dates 2023
TAG will be closed on Monday 25 December 2023 and will re-open on Monday 8 January 2024.
Our most popular super updates in 2023
We always strive to keep you up to date with the latest information, technical updates and super strategies to help you and your clients maximise their superannuation. Here are our most read super updates of 2023.
NALE changes – how could they impact you?
The Federal Government recently released draft legislation amending the non-arm’s length income rules, specifically in relation to the general expenses of a fund.
Caddick Fraud Case & SMSF Audit Responsibility
SMSF Audit Responsibility is again the headlines with a class action lodged recently by SMSF victims of Melissa Caddick’s fraud.