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What’s New for SMSFs from 1 July 2023
The new financial year has brought about several changes which SMSF trustees need be aware of so they...
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What Happens If I Don’t Take My Minimum Pension Withdrawal by 30 June 2023?
For SMSF members which have Account Based Pensions (ABPs) they are required to withdraw their annual...
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2023-24 Federal Budget Update – Another Year of Stability for SMSFs
The 2023-24 Federal Budget has placed a strong emphasis on the cost of living and establishing...
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2023 End of Financial Year Reminders for Your SMSF
With just a few more weeks until we farewell another financial year, here are some reminders to ensure...
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Additional 15% Tax on Superannuation Balances Above $3M – How Will These Proposed Changes Affect Me?
Late last month, there was an announcement proposing a new additional tax on superannuation balances...
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Unlisted Investments in SMSFs - What Are the Investment Rules?
One of the main advantages of a SMSF is the investment flexibility for trustees to invest in a wide range...
A plant growing on top of a pile of coins symbolises financial growth with the aid of a tax accountant in Sydney.
Downsizer Superannuation Contribution Rule Changes from 1 January 2023
From 1 January 2023, the eligibility age for downsizer contributions will reduce from age 60 (current...

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