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Recent changes to super contribution caps

17 Oct 2014 4:00 PM - Joshua Stega, Financial Adviser Sydney
From 1 July 2014, the superannuation contribution caps have increased, allowing an opportunity to place more money in superannua...

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SMSF & Property Investments

13 Sep 2013 6:00 PM - Joshua Stega, Financial Adviser Sydney
Recent media has focussed on the risks of investing in geared property by self-managed superannuation funds (SMSFs) and whether it is really the right long-term decision for...

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SMSFs and Tax Deductions

Are all ‘Fund’ expenses tax deductible?

22 Oct 2013 6:00 PM - Joshua Stega, Financial Adviser Sydney
Have you recently seen advertising inviting you to attend a conference or seminar to educ...

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Superannuation Announcement

8 Nov 2013 7:00 PM - Joshua Stega, Financial Adviser Sydney
On Wednesday 6 November 2013, the Treasurer, the Hon Joe Hockey MP, and the Assistant Treasurer, Senator the Hon Arthur Sinodinos AO, announced th...

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Note for employers contributing to SMSFs from 1 July 2014

Do you employ 20 or more employees or are you an employee of a business with 20 or more employees and have an SMSF? If so please read on.

12 Mar 2014 4:10 PM - Joshua Stega, Financial Adviser Sydney
From 1 ...

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New ATO Penalties for SMSF's

25 June 2014 4:00 PM - Joshua Stega, Financial Adviser Sydney
The ATO has introduced new penalty powers which it can impose on you if your fund breaks certain superannuation rules.

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SMSFs and Related Party Transfers

1 Aug 2013 3:15 PM - Joshua Stega, Financial Adviser Sydney.

Off Market Transfers and SMSF's

Earlier this year, the Government began moves to ban off-market transfers of assets to self-managed superannuation funds (SMSFs) fr...

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Proposed Changes to Superannuation

On Friday 5 April 2013 the Minister for Financial Services and Superannuation, the Hon Bill Shorten MP, and the Deputy Prime Minister and Treasurer, the Hon Wayne Swan MP, announced the Government’s proposed changes to the superannuation ...

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Obligations & Responsibilities for SMSF Trustees

The ATO has introduced measures on 7 August 2012 which are part of the suite of measures announced within the Stronger Super legislation. These measures are intended to address potential risks and strengthen the regulatory framework in which se...

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