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Browsing Category "Uncategorized"

Data Feeds for SMSF Software – Is Your Firm Missing Out?

It’s a new year and by now you should be well and truly rested, back from your break and ready to attack 2019 head on! The start of a new year will generally be a great time for your firm […]
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Maximising Your Transfer Balance Cap – What to do when Paying More than the Minimum Pension

                        With the $1.6m transfer balance cap (TBC) in effect, consideration should be given to how a fund maximises the amount it has in pension phase.  By achieving this, […]
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Making the Most of your TBAR Reporting

We are deep in the SMSF silly season and by now, your firm SHOULD have lodged its first batch of quarterly Transfer Balance Cap Reports (TBAR) for the September 2018 quarter. In our previous blog we detailed what the new […]
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New Reporting Obligations for SMSFs

In order to support the introduction of the $1.6m transfer balance cap (TBC) from 1 July 2017, the ATO has announced new reporting obligations for SMSFs. From 1 July 2018, any SMSF that has a member’s balance with $1 million […]
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