Category: Superannuation
Latest Superannuation news
Superannuation: What is TBAR (transfer balance account report)?
A TBAR is a form that a superannuation fund must lodge to the tax office about any events that affect a member’s transfer balance account.
Superannuation: What is TRIS (transition to retirement income stream)?
A transition into retirement income stream (TRIS) gives Australians flexibility as they move from full-time work into retirement.
SMSFs: The importance of lodging tax returns on time
SMSF trustees must lodge tax returns on time or face late lodgement penalties and risk having their details removed from the Super Fund Lookup.
Compulsory ‘payday super’ to make Aussies better off in retirement
Millions of Australians will be better off in retirement thanks to superannuation reforms announced by the federal government.
What are the pros and cons of downsizer contributions?
Some limits apply, so it’s worth weighing up the pros and cons to determine if a downsizer contribution is the right move for you.
Tax rate increase for superannuation balances over $3m
The federal government will introduce an additional tax to superannuation earnings on balances of more than $3 million.
What is an SMSF (self-managed super fund)?
Here’s what you need to know about an SMSF including setting it up, the benefits, and important requirements to keep in mind.
Financial Wellbeing: How to supercharge your super
In this video, LDB Group’s Superannuation Principal Rohan Mansfield shares crucial information for superannuation planning and strategy.