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Those aged 67 to74 are not required to meet the work test when making or receiving non-concessional or salary sacrificed superannuation contribution
The super guarantee rate has increased to 11 per cent, prompting businesses to ensure their payroll and accounting systems are up to date.
A TBAR is a form that a superannuation fund must lodge to the tax office about any events that affect a member’s transfer balance account.
A transition into retirement income stream (TRIS) gives Australians flexibility as they move from full-time work into retirement.
SMSF trustees must lodge tax returns on time or face late lodgement penalties and risk having their details removed from the Super Fund Lookup.
Millions of Australians will be better off in retirement thanks to superannuation reforms announced by the federal government.
Some limits apply, so it’s worth weighing up the pros and cons to determine if a downsizer contribution is the right move for you.
The federal government will introduce an additional tax to superannuation earnings on balances of more than $3 million.
