Whether you are undertaking audits or getting the files ready for the auditor, TAG Partner Brenda Hutchinson will take you through some practical audit tips and more…
Quarterly Transfer Balance Cap Reporting – LAST CHANCE!
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.
$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.
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.
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.
Join us at BGL REGTECH 2023!
TAG Financial Services is proudly supporting BGL REGTECH 2023 as the Silver Partner, and we would love you to join us at this remarkable event!
Interest rate hike for related party LRBA loans
The Reserve Bank of Australia Indicator Lending Rates were updated last week and will impact SMSFs who have borrowed monies from related parties. Our super expert Emma Partenza delves more into this topic in this blog.
Transfer Balance Cap Indexation – 1 July 2023
The general Transfer Balance Cap (TBC) is increasing on 1 July 2023 to $1,900,000 (from $1,700,000). This is the second increase since its introduction on 1 July 2017. So, what does this mean for your clients?
$3m Cap – Where are we now?
The Federal Budget has come and gone, with no additional information about the Government’s proposed additional tax on superannuation balances above $3m. So where does that leave us standing?
EOFY Action Checklist – Superannuation Trustees
With another end of financial year almost in sight, it is prudent for trustees to start planning and attending to matters requiring attention prior to 30 June.
Webinar on Demand: EOFY Superannuation Strategies
End of financial year is fast approaching! In this webinar our Super experts take you through actions you need to take and when, and the strategies you should consider now.
Tax Planning for Individuals 2023
As the end of the financial year approaches, it is important that you take the time to focus on tax planning and tax issues that affect you before 30 June 2023 arrives. We have outlined some of the key tax considerations in this blog post.