Welcome to our first quarterly Superannuation Infocus. We will provide you with current and relevant superannuation information to assist you to better understand and manage your superannuation arrangements and hence your retirement income strategies.

What's on the horizon for superannuation?

The superannuation environment continues to be subject to review with the system currently under the spotlight of both the Henry and Cooper Reviews.  Read more

Total and Permanent Disability insurance in superannuation

The changes to deductions available for Total and Permanent Disability insurance premiums following introduction of the 1 July 2007 tax reforms have been delayed.  Read more

Contribution limits 2011

In order to avoid being charged excess contributions tax it is important to monitor your total superannuation contributions carefully.  Read more

Reduced minimum pension withdrawals

As part of the Government’s efforts to ease the burden of the Global Financial Crisis on retirees, the minimum income stream payment has been temporarily reduced for a further year. Read more

Is a SMSF right for you?

Have you ever wondered what is involved in running your own fund? We recently published an article outlining what is required.  Read more

SMSF trustee responsibilities

A recent publication issued by the Taxation Office provides insight into the most common breaches encountered by the Taxation Office and their approach to regulation of the SMSF industry.  Read more

Liability limited by a scheme approved under Professional Standards Legislation

Disclaimer: This publication has been prepared on the basis of information available at the date of preparation. The information is general in nature and is not to be taken as substitute for specific professional advice. We recommend that our advice be sought on specific issues prior to acting on transactions affected.