There are some expected changes to the superannuation rules in 2023. Here’s an outline of some of the changes expected in 2023.
Superannuation – what to expect in 2023
Minimum age to make downsizer superannuation contribution approved
Effective 1 January 2023, eligibility to make a downsizer contribution to superannuation was officially extended by reducing the minimum age from 60 to 55 years. Learn more about what this means for your clients.
Hot Topics of 2022
What a busy year it has been for TAG and our team! In this article we share our top 5 articles of 2022.
MD Update – exciting changes at TAG!
We have some exciting things happening at TAG! Read more in this update from our Managing Director, Mark Templeton.
Webinar: Latest SMSF Contribution Strategies
Are you an accountant? Are you interested in finding out the latest SMSF contribution strategies? Join us for this webinar and learn from our SMSF experts!
New income test thresholds for Seniors Health Card
Older Australians of a pension age may be entitled to obtain a Commonwealth Seniors Health Card (CSHC). It entitles you to receive cheaper medicines under the PBS, bulk billed doctor visits and a refund for medical costs once the safety net is reached.
When is the right time to wind up a SMSF?
In this multi part series, Emma Partenza will be exploring the circumstances where a SMSF should be considered for wind up,
the process of winding up a SMSF and more.
2022-23 Federal Budget – Businesses | Individuals | Superannuation
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government’s first Federal Budget on 25 October 2022.
The following provides the key points in relation to business, individuals and superannuation.
TAG features in the AFR
Emma Partenza, our Superannuation & Advisory Manager was recently asked for her expert comment in the Australian Financial Review. Read the article here.
In-Specie Transfer of Assets – an example
In many instances in the lead up to retirement, it is worthwhile considering what assets your clients hold outside superannuation and determine whether it would be worthwhile transferring these into superannuation, where they may be in a much more tax effective environment.
SMSFs & Valuations
In our recent SMSF Audit Update, there were a lot of questions about the valuations needed for a SMSF. Here is some information and resources on the subject that you might find useful.
E-Signatures & SMSFs
In our recent SMSF Audit Update, there were a lot of questions about when e-signatures can and can’t be used. Here is some information and resources on the subject that you might find useful.