What a busy year it has been!
We always strive to keep you up to date with the latest information, technical updates and super strategies to help you and your clients maximise their superannuation.
Here are our most read articles of 2023:
1. Property Ownership in SMSFs – The Rules
When owning property in a SMSF, there are some important rules that you need to get right. We have recently seen some costly mistakes occurring. Read Blog
2. New tax on Super Balances over $3M
In this 8 minute video interview for The Education Network (TEN), Michelle Griffiths discusses the extraordinary new tax on superannuation balances over $3M, which will commence in July 2025. Watch Interview
3. Federal Budget Update 2023
The Federal Treasurer, Dr Jim Chalmers, handed down the 2023–24 Federal Budget on 9 May 2023. This article provides the key points in relation to business, individuals and superannuation. Read Blog
4. EOFY Checklist – Super Trustees
With another end of financial year almost in sight, it is prudent for trustees to start planning and attending to matters requiring attention prior to 30 June. Read Blog
5. Interest rate hike for related party LRBA loans
The Reserve Bank of Australia Indicator Lending Rates were updated last week and will impact SMSFs who have borrowed monies from related parties. Our super expert Emma Partenza delves more into this topic in this blog. Read Blog
What should you do now?
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Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2023. Please do not reproduce without the expressed written consent of the author.