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Better Targeted Superannuation Concessions
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Better Targeted Superannuation Concessions

Date: March 9, 2023
Categories: Superannuation
From 1 July 2025, the government will reduce the tax breaks available to individuals whose total superannuation balances at the end of the fiscal year exceed $3 million.With this change, the headline tax rate on earnings corresponding to that proportion of the balance greater than $3 million will in ...
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Transfer Balance Cap (TBC)

Date: February 9, 2023
Categories: Superannuation
Starting on 1 July 2023, the General TBC is set to soar from its current $1.7 Million to a whopping $1.9 Million! But thanks to the proportional indexation approach, some individuals will see a substantial increase in the amount they can transfer into their retirement phase pensions, while others ma ...
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DocuSign and its Digital E-signature Features

Date: January 5, 2023
Categories: Superannuation
As a professional SMSF group, Carisma Solutions strongly advises all of our clients to utilize the convenient and efficient Digital E-Signature feature. By using this tool, the process of signing final statements and documents for SMSFs can be streamlined and completed more swiftly. Our team has fir ...
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Accessing Super Early

Date: December 9, 2022
Categories: Superannuation
The legislative requirements contained in the SIS Act and Regulations, provide only very limited circumstances in which superannuation benefits can be accessed before retirement.Broadly, these include where a member isSuffering severe financial hardship, money is being accessed on compassionate grou ...
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Scamwatch Australia
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Scams in Australia in 2021

Date: November 9, 2022
Categories: Superannuation
New data released from Scamwatch Australia has reinforced the sophistication and rapidly growing number of scams each year in Australia which has caused a total loss of over $2 billion* during 2021 of which $701 million was related to investment scams. It is extremely important for you to remain vig ...
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Binding Death Benefit Nomination (BDBN)

Date: October 10, 2022
Categories: Superannuation
The High Court has spoken. In its decision in Hill v Zuda Pty Ltd, it has given self-managed super fund trustees much-needed clarity around a binding death benefit nomination (BDBN). The debate over how long a BDBN can last has been put to bed – it is indefinite.The Court’s ruling also gave trus ...
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Director Identification Number (director ID)

Date: September 12, 2022
Categories: Superannuation
You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). It is a unique 15-digit identifier that directors apply for once and keep forever.The following provides some useful further information.As a director o ...
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Superannuation Death Benefits

Date: August 9, 2022
Categories: Superannuation
In order to ensure that the right assets go to the right beneficiaries, you need to sort out your estate plans regardless of the size of your superannuation benefits. You will need to get holistic estate planning advice and have arrangements in place to review your estate plans regularly.The rules o ...
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Streamlined TBAR for SMSFs

Date: July 5, 2022
Categories: Superannuation
ATO is streamlining Transfer Balance Account Reporting (TBAR) for Self-Managed Super Funds (SMSFs). They have taken that action consulting the community, industry, and tax professionals on streamlining the lodgement of transfer balance account event-based reporting for all SMSFs.To streamline TBAR f ...
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Understanding self-managed super fund performance
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Understanding Self-managed Super Fund performance

Date: May 17, 2022
Categories: Superannuation
In a recent research report titled "Understanding self-managed super fund performance," the University of Adelaide used data from over 318,000 SMSFs between 1 July 2017 and 30 June 2019 to identify the minimum amount of capital required for an SMSF to achieve comparable investment returns with much ...
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