What's new

  • Within:
DateTitleDescription
29/06/2022Commutation authorities for SMSFsInformation for SMSFs on commutation authorities, including how to respond and what happens after you respond.
29/06/2022Streamlined TBAR for SMSFsWe're streamlining transfer balance account reporting (TBAR) for self-managed super funds (SMSFs).
29/06/2022Transfer balance cap - Commissioner's commutation authorityFind out about the Commissioner 's commutation authority when a member exceeds their transfer balance cap.
29/06/2022Transfer balance cap reportingThis chapter of the fund reporting protocol covers retirement phase events and reporting to commutation authorities.
29/06/2022Updated guidance - market linked pensionsChanges to calculating a debit from the commutation of a capped defined income stream.
28/06/2022Downsizer contributions age changes from 1 July 2022The eligibility age for downsizer contributions changes from 65 to 60 years old on 1 July 2022. Downsizer contributions made by 55 to 59-year-olds are ineligible.
27/06/2022Third party authorities on SMSF bank accountsIt is important to review who is listed as a third-party authority on your SMSF bank accounts.
24/06/2022Current compliance issues and SMSF industry trendsPresentation by Paul Delahunty at the SMSF Professionals Day on 31 May 2022.