by Asha Hudson | Oct 17, 2018 | Client Access, Superannuation Self Managed Funds
Superannuation fund rollovers Are you? – A trustee or a director of a corporate trustee of a self-managed superannuation fund (SMSF)? At a glance: – The Tax Office has outlined the requirements when a member is making a rollover from one super fund to...
by Asha Hudson | Oct 17, 2018 | Client Access, Superannuation Self Managed Funds
Tax implications of superannuation death benefits paid to dependants Are you? – A dependant of a super fund member? At a glance: – The tax treatment on superannuation (super) death benefit payments will depend on who the benefit is paid to. You should:...
by Asha Hudson | Oct 17, 2018 | Client Access, Superannuation Self Managed Funds
Superannuation Self Managed Funds Tax implications of superannuation death benefits paid to dependants The tax treatment on superannuation (super) death benefit payments will depend on who the benefit is paid to… Superannuation fund rollovers The Tax Office has...
by Asha Hudson | Oct 17, 2018 | Client Access, Super Employees Members
Claiming super for temporary residents leaving Australia Are you? – A temporary resident planning to leave Australia? At a glance: – Temporary residents may be able to access their super when they leave Australia. You should: – Consider your super...
by Asha Hudson | Oct 16, 2018 | Client Access, Super Employees Members
Income stream reviews for Centrelink benefits Are you? – Receiving any Centrelink benefits? At a glance: – Taxpayers may require an income stream review if they receive account-based pensions/annuities or market-linked income streams as it can affect their...
by Asha Hudson | Oct 16, 2018 | Client Access, Super Employees Members
Supermatch2 Are you? – A member of more than one superannuation fund? At a glance: – SuperMatch 2 is a service that helps superannuation funds to locate and consolidate members’ super accounts more efficiently and effectively. You should: – Consider...
