WE. Insights
Superannuation & SMSF
What changed, who it affects and what deserves a decision rather than a reaction. Written by our advisers for Australian families, business owners and retirees.
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Using the Contributions Holding Account for 30 June Tax Planning
When the Australian Taxation Office (ATO) introduced interpretative decision ATO ID 2012/16 (though it’s since been withdrawn, it’s still pertinent) and Tax…
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Downsizer Contributions – A great opportunity to boost your retirement nest egg.
Securing your own home has long been a large part of the Australian dream, and it’s also a pivotal element in crafting…
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The Government has announced that they intend to change to tax concessions on certain superannuation
The Government has announced that they intend to change to tax concessions on certain superannuation accounts if you have a total super…
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What SMSF trustees – should know for the year ahead
As we begin a 2022/23 financial year, it is time to think about what might have changed and what SMSF trustees need…
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COVID-19 relief for SMSF trustees ends.
The Australian Taxation Office (ATO) has issued a statement reminding trustees of self-managed superannuation funds (SMSFs), along with SMSF auditors, that the…
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Federal Budget 2018: Changes for individuals, superannuation & pensions
To no-one’s surprise, this year’s Federal Budget looks very election-friendly. Tax cuts for the immediate future are targeted at low and middle…
General advice warning. These articles are general information only and do not take into account your objectives, financial situation or needs. Each reflects the law at its publication date. Seek personal advice before acting. Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.