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Tag : superannuation

Optima Partners - Perth Accountants CA CPA > superannuation

Concessional Caps – Superannuation

Posted on June 12, 2017 by April Tata

As you may or may not be aware superannuation concessional contribution caps are changing from 1 July 2017, it is necessary to know what the changes are. Just in case

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Posted in Blog, SMSF & Superannuation | Tagged superannuation | Leave a comment

What’s happening in the Superannuation Space

Posted on May 9, 2017 by April Tata

  WHATS NEW? The new Limited Recourse Borrowing Arrangement rules should now be well and truly bedded down and we now head steadily toward the next raft of changes. The

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Posted in Blog, SMSF & Superannuation | Tagged superannuation | Leave a comment

How will I EVER afford to retire?

Posted on March 13, 2017 by April Tata

  How will I EVER afford to retire ? Don’t worry, we all think it. I’m in the financial planning industry, assisting people every day with superannuation and insurance, yet

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Posted in Blog, Estate Planning, LIfe Lessons, SMSF & Superannuation | Tagged retirement, superannuation | Leave a comment

Superannuation – moving from Australia to New Zealand

Posted on February 6, 2017 by April Tata

Super Transfers to New Zealand If you’re planning to move permanently or indefinitely to New Zealand, you may transfer your retirement savings from a participating Australian super fund to a

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Posted in Blog, LIfe Lessons, SMSF & Superannuation | Tagged NZ, superannuation | 4 Comments

SUPERANNUATION NON CONCESSIONAL BRING-FORWARD RULE

Posted on August 8, 2016 by Coral Graham

Superannuation NON CONCESSIONAL BRING-FORWARD RULE How does the non concessional bring forward rule work? The bring forward rule works over a 3 year period so it is very important that

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Posted in Blog, SMSF & Superannuation | Tagged superannuation | Leave a comment

ARE YOU READY FOR SUPERSTREAM?

Posted on May 23, 2016 by Coral Graham

ARE YOU READY FOR SUPERSTREAM? Every time the ATO brings in a new measure of compliance I can’t help but get frustrated. It means that there is one more piece

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Posted in Blog, MYOB / Xero /Cloud accounting software, SMSF & Superannuation | Tagged SMSF, superannuation, Superstream | Leave a comment

3 TIPS FOR SUPERANNUATION BEFORE THE END OF THE FINANCIAL YEAR

Posted on April 18, 2016 by Coral Graham

SUPERANNUATION TIPS It seems like it was just yesterday when we where wishing everyone a Merry Christmas, Happy New Year and making our New Year’s resolutions. Now reality sets in,

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Posted in Blog, SMSF & Superannuation | Tagged SMSF, superannuation, tips | Leave a comment

SUPERSTREAM – WHAT IS IT AND HOW WILL IT AFFECT YOUR BUSINESS?

Posted on March 6, 2016 by Coral Graham

Are you an employer with less than 20 employees? Have you registered for SuperStream? As at 30 June 2016 it will be compulsory for you to comply with the ATO’s

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Posted in Small Business, SMSF & Superannuation, Tax time / planning | Tagged superannuation | Leave a comment

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