Superannuation incl. SMSF

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24 06, 2019

Capital Longevity in Retirement

By | 2019-06-24T12:17:34+10:00 June 24th, 2019|Financial & Retirement Planning, Retirees, Superannuation incl. SMSF|0 Comments

Written by Michelle Bromley CFP® - Director, Private Client Adviser “What we want to know is, do we have enough to retire on? How long is our super going to last?” This is possibly the most common question asked in retirement planning. The difficulty is that there isn’t a firm answer, as much depends on [...]

18 03, 2019

Do you know we’re Experts in SMSF?

By | 2019-03-18T10:47:30+10:00 March 18th, 2019|Financial & Retirement Planning, Superannuation incl. SMSF|0 Comments

Prime are delighted to announce our new and improved SMSF Solution. In 1 July 2018, the Australian Taxation Office (ATO) introduced a new Event Based Reporting Regime. Essentially there are certain events in SMSFs that now need to be reported on a quarterly basis. This now means the traditional method of collating your documents and [...]

1 03, 2019

Year End Super Contributions

By | 2019-03-01T14:13:59+10:00 March 1st, 2019|Superannuation incl. SMSF|0 Comments

30th June 2019 is approaching us and it is now time to start thinking about making the most of financial year-end Super contributions. Superannuation is your money and a long-term investment; the money you put aside now can make a significant difference to your retirement. Understanding the rules around making Super contributions can help you [...]

8 06, 2018

Non-Concessional Contributions : EOFY18

By | 2018-06-08T15:13:49+10:00 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+10:00 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 [...]