/ Superannuation Archives - Page 4 of 5 - Carisma Solutions Blog
Premiumcoding top text

Welcome to our blog, we will keep you informed

Carisma Solutions Blog » Superannuation
By:
0

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 ...
Read more
Scamwatch Australia
By:
0

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 ...
Read more
By:
0

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 ...
Read more
By:
0

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 ...
Read more
By:
0

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 ...
Read more
By:
0

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 ...
Read more
Understanding self-managed super fund performance
By:
0

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 ...
Read more
Director Identification Number (DIN) and its purpose
By:
0

Director Identification Number (DIN) and its Purpose

Date: May 6, 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). The new requirement to obtain a director ID also applies to individuals who have an SMSF with a corporate trustee, which is why we wanted to bring this new ...
Read more
By:
0

SMSF Income Protection Insurance

Date: April 8, 2022
Categories: Superannuation
Income protection insurance can provide a safeguard when you become sick or injured and are unable to work, leaving you unable to make your usual SMSF contributions.What is SMSF Income Protection Insurance?Most industry and retail super funds offer default income protection insurance for thei ...
Read more
By:
0

Latest Annual Stats – SMSF Sector Continues to Grow

Date: March 8, 2022
Categories: Superannuation
The ATO has released its annual statistical overview of SMSFs for the 2019-20 financial year based on SMSF annual returns in addition to 2020–21 information from registrations, wind-ups, and auditor contravention reports.Highlights include:598,000 SMSFs holding $822 billion in assets, with ...
Read more
Page 4 of 512345

Categories

Subscribe to our Newsletter

Popular Posts

Archives