Entries by Kerrie Stephenson

The Power of Property Valuations in your SMSF

As a trustee of a self-managed super fund (SMSF), your role is not just about compliance and ticking boxes. It’s about maximising the potential of your investments and securing a prosperous future for your fund and its members. Amidst a diverse array of possible assets and investments, one asset class demands special attention: property.

Changes to Superannuation for employers, employees and retirees from 1 July 2022

A number of superannuation changes came into effect from 1 July 2022, including: Changes to the work test and bring forward rules for those aged 67-75 years Carry forward unused concessional contributions Changes to contributing to super from the sale of your home (‘downsizer contributions’) Government contributions for low-to-middle income earners Pay an increased super […]