Things to check prior to 30 June 2014

SMSF and Estate Planning

A self managed super fund is an excellent tool for estate planning when things are done correctly. When things are not done correctly or poor documentation is in place this can go unnecessarily wrong with potentially drastic consequences. Our firm was involved in...
Things to check prior to 30 June 2014

ATO Superstream Standards for Contributions

Under this standard employers with 20 or more employees must make super contributions electronically with all contribution data also sent electronically from 1 July 2014.  Likewise all super funds must receive contributions electronically as well – including self...
Things to check prior to 30 June 2014

LBW Superannuation Seminar

LBW is holding their annual superannuation seminar for their self managed super fund clients on Thursday 7 November 2013 at Truffleduck, Balmoral in Fyansford (5.45pm start). There will be 3 presenters on the night, Cathryn Walley from compliance and administration...
Things to check prior to 30 June 2014

2013-14 Concessional Contributions

A Time for Review The Concessional (before tax) contributions caps have been changed for the 2013/14 financial year, now is the time to review your salary package. There are two main types of contributions – concessional before tax and non-concessional after tax...