Back to basics – Contributions – A Local Community Event A graduate to an intermediate course on contribution basics and strategy. This session is aimed at new entrants into the superannuation and tax advice area or those who are looking at a refresh on...
There are multiple ways you can be eligible to access your superannuation. The two main options to gain full access to your member balance, with ‘nil’ cashing restrictions, requires you to: Reach the age of 65 (even if you haven’t retired); or Obtain preservation age...
Several key super changes which may impact your ability to contribute to your SMSF, are set to take effect from 1 July 2022. These changes create opportunities for all SMSF members, young and old, to grow their retirement savings. What are the changes? Originally...
16 September 2019 Shakespeare Superannuation Services is pleased to announce a new online access portal Class Client View for self managed superannuation fund clients. The new SMSF Client Portal will allow clients to access SMSF live reports, investment data,...
4 September 2019 New reporting technology is helping the ATO identify employers who fall behind on their superannuation guarantee payments. The introduction of Single Touch Payroll (STP) has opened a new level of transparency for both the employee and the Australian...
29 May 2019 There are new changes on the way for those with multiple and low balance superannuation accounts. From July 1, inactive low balance superannuation policies can be consolidated into a member’s existing active superannuation account by the ATO on behalf of...
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