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Deciding Which Pension to Commute

February 5, 2020

Deciding Which Pension to Commute When There Are Multiple Pensions and the Total Super Balance Is Over $1.6 Million Many of our clients will have commenced multiple pensions within their self-managed superannuation funds. This may have been done to quarantine tax-free components, or simply to commence pensions after contributions had been made. Where a member…

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Super Update - Ability to Contribute from Age 65

January 28, 2020

For SMSF members who are over 65 years of age and no longer working, there are very few options available for them to contribute to superannuation. Members of this age are no longer able to use the bring forward provisions (subject to the circumstances below), and they must satisfy a work test in order to…

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Shaping the Practice of Tomorrow - CA Podcast Series

January 21, 2020

  Recently, Michelle was involved in the CA Catalyst podcast program – talking with David Boyar, Founder and MD at Sequel CFO  who has been interviewing all manner of people with a view to providing accountants with information and inspiration about how to approach their work, businesses and clients using innovation, technology and leadership. “I…

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