Superannuation incl. SMSF

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8 06, 2018

Non-Concessional Contributions : EOFY18

By | 2018-06-08T15:13:49+00:00 June 8th, 2018|Active Management Performance, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Just like concessional contributions, there is a limit on how much after-tax super contributions you can make each year. This is the non-concessional contribution cap. If you are under 65, you may be able to make non-concessional contributions of up to three times the annual non-concessional contributions cap in a single year. If eligible, when [...]

18 05, 2018

Personal Concessional Contributions : EOFY18

By | 2018-05-18T16:23:02+00:00 May 18th, 2018|Active Management Performance, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Since 1 July 2017, a new opportunity to make a superannuation contribution was introduced for many Australians. From this date, anyone eligible to make personal super contributions can claim that contribution as a personal tax deduction, regardless of their work status. This change is a result of the removal of the ‘10% test’ which generally [...]

17 11, 2017

Super Series – Part 3

By | 2017-11-17T15:43:12+00:00 November 17th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Non - Concessional Contributions – Part 1 As part of our super series articles, the focus this week is on non-concessional contributions. Non-concessional is the term associated with after-tax super contributions. After-tax contributions are super contributions for which an individual or employer hasn't claimed a tax deduction. There are many advantages in making superannuation non-concessional [...]

27 10, 2017

Super Series – Concessional Contributions – Part 2

By | 2017-11-10T10:09:15+00:00 October 27th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Super Contributions are not just for the high-income earners This week, we continue exploring more details around Concessional Contributions and strategies which can benefit you. Making concessional contributions is often left for the higher income earner of the family as it can reduce their marginal tax rate significantly. This means that they end up with [...]

26 05, 2017

Superannuation – what you need to know

By | 2017-06-16T15:16:08+00:00 May 26th, 2017|Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Thought Leadership|0 Comments

Sam Morris has had a diverse career but loves her role heading up compliance and training at Prime Financial. Barney Zwartz reports- Originally Published in GROW Magazine Vol. 1 Sam Morris bounces into the interview with a huge smile. “I bet you were expecting a white male when you read my name,” she says. I [...]