For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.
Category Archives: Financial Planning News
Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.
Read our latest forecasts for investment returns and our region-by-region economic outlook.
Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.
A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.