A major update to the small business superannuation clearing house (SBSCH) was introduced on 15 March 2024 that potentially impacts businesses being able to make superannuation guarantee contributions into SMSFs.
Michelle Griffiths, our Investment Advice & Wealth Partner was recently quoted in Self Managed Super magazine. The article highlights the ATO’s role in assessing whether a SMSF investment strategy is appropriate.
In this segment, we aim to provide expert insights into the questions you may have. Whether you’re an experienced SMSF accountant or just dipping your toes into the realm of superannuation, our team at TAG is here to guide you through any challenges.
Step away from the office and join us in Melbourne CBD (livestream available) for delicious food, in-depth superannuation discussions and case studies surrounding strategies to help you maximise your client’s super.
The government has announced that contribution caps will increase with effect from 1 July 2024. Read more in this article.
Your client has worked hard to build up their superannuation, and now it’s time to transition to a pension. Yet, beneath the surface lies a wealth of financial considerations crucial for shaping your future stability. It’s akin to an iceberg, with the pension representing merely the visible tip, while a myriad of vital considerations remain hidden below.
We are launching a new segment where accounting firms can connect, exchange ideas, pose questions, and share real-life case studies related to superannuation.
In this article we provide an overview of where we are at with superannuation as we enter 2024.
TAG will be closed on Monday 25 December 2023 and will re-open on Monday 8 January 2024.
