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Click on topics below for more information:

 
  April 2007

SuperUpdate March 2007

Click here to read information from ATO

  March 2007

Simpler super - transitional cap of $1 million on non-concessional contributions

Click here to read information from ATO

  March 2007

Simpler super - employment termination payments - transitional arrangements

Click here to read information from ATO

  March 2007

Simpler super - selling or transferring assets

Click here to read information from ATO

  March 2007

Simpler super - defined benefit funds

Click here to read information from ATO

  March 2007

Simpler super - exclusion from the transitional non-concessional contributions cap

Click here to read information from ATO

  March 2007

Self managed superannuation fund statistical report

Click here to read information from ATO

  May 2006

NTLG Superannuation Sub Committee minutes for 8 May 2006

Click here to download the guide

  January 2006

Splitting of Superannuation Contributions
The tax office has issued a form to be given to your Superannuation Fund if you want your fund / SMSF to split Superannuation Contribution with your spouse.
Click here to download the guide

  December 2005

Self managed superannuation funds - Role and responsibilities of trustees
This guide:

  • introduces new trustees of self managed superannuation funds to the rules governing the operations of these funds
  • outlines their responsibilities as trustees, and
  • explains how the Tax Office ensures self managed superannuation funds comply with the lawThe purpose of the proposed regulations is to facilitate the splitting of superannuation contributions between a member and their spouse.
Click here to download the guide

  December 2005

Tool to compare allocated pension products
A new calculator that compares various allocated pension products is now available from the Australian Securities and Investments Commission (ASIC) website.
Click here to read information
Click here to download the calculator
Click here to download Guide to Calculator

  October 2005

Splitting of Superannuation Contributions
The purpose of the proposed regulations is to facilitate the splitting of superannuation contributions between a member and their spouse.
Click here to read all the changes.

  July 2005

Defined Benefit Pensions for DIY Super Funds Postponed till 31st December 2005
A self managed superannuation fund can pay a defined benefit pension if the fund was established before 12 May 2004 and a person retires on or after age 55 or attains age 65 and becomes entitled to a defined benefit pension before 1 January 2006
Click here to read all the changes.

  July 2005

Key Superannuation Rates for 2005 - 06
New figures for 2005 - 06  from the tax office for Age Based Contribution limits, Super Co-contribution, Surcharge Tax, Tax Free ETP $129,751, Bona Fide Redundancy, Lump Sum RBL $648,946, Pension RBL $1,297,886, AWOTE etc
Click here to read all the changes.

  July 2005

2005 Income Tax & Regulatroy Return Instruction form is out
The Fund income tax and regulatory return instructions (NAT 1601) for the 2005 year is available in Portable Document Format (PDF)
Click here to read all the changes.

  July 2005

Self managed superannuation funds - securing the assets of the Super fund
Trustees of a superannuation fund must keep money and other assets of the superannuation fund separate from their personal assets.
Click here to read all the changes.

  July 2005

Pension changes from 1 July 2005
The government has released the pension rate increases, which take effect from 1 July 2005.
Click here to read all the changes.

  June 2005

Superannution reporting and Lodgement dates 2005/06
ATO has released a calendar which lists superannuation reporting and lodgment obligations for the period 1 July 2005 to 30 June 2006.
Click here to read all the changes.

  May 2005

Budget 2005
Changes to superannuation announced in this federal budget has resulted in a structural reform that will encourage more Australians to contribute to saving for their retirement.
Click here to read all the changes.

  May 2005 Four key questions before moving to self managed super funds
A Two page fact sheet from the tax office
Click here for the full story.

  March 2005

Media Release by Government
Choice of Superannuation Fund
Click here for the full story.

Superannuation Choice Form
Click here to download form.

  Feburary 2005 Choice of Super Fund becomes law from 1st July 2005
Employers must give their employers a form by 28th July...
Click here for the full story.

  January 2005 Pensions becomes law
SMSF can no longer pay Defined Benefits. The following changes to the SIS regulations commenced from 12 May 2004. Contributions to accumulation funds must be allocated to a particular member. Funds providing new defined benefit pensions to have at least 50 members see attached file
Click here for the full story.
November 2004 APRA removes trustee
APRA is serious about getting  its dissolution scheme for uncontactable superannuation funds it  seeks to identify entities that fail to lodge returns and meet other statutory requirements of the SIS Act
Click here for the full story.
September 2004 The Tax Office today confirmed that commonly-used superannuation strategies will not attract the anti-avoidance provisions in the tax law.
Click here for the full story.
August 2004

Co-contribution Increased to $1,500 for taxpayers earning upto $58,000 - click here to download a pdf file for information from the tax office

July 2004

DIY super - It's your money ... but not yet!
download Tax office Pdf file

May 2004 Government co - contribution becomes Law
May 2004

For more information on Co-contribution download ATO information.

April 2004 ATO's Warning on Early access to your Super
March 2004

Superannuation Splitting Legislation Introduced

Feb 2004

Employer to Contribute Quarterly

 

 

 

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