by C&N Accountants | Apr 29, 2025 | SMSF, Superannuation
Retirement shouldn’t feel like a guessing game. If you’re counting every dollar that will fund those long-planned adventures, or simply safeguard your lifestyle, the upcoming lift in the tax-free super cap could be the edge you’ve been waiting for. Here’s how to seize...
by C&N Accountants | Apr 24, 2024 | SMSF
The ATO has flagged some concerns for SMSF trustees about the casual approach some are taking to asset valuations. More than 16,500 self-managed super funds have recorded the same asset values year after year for three years straight. Many of these are tied up in...
by C&N Accountants | Feb 12, 2024 | Property Investment, SMSF, Superannuation
In Australia, property investment holds a significant appeal, notably due to the attractive 15% preferential tax rate on income during the accumulation phase and the potential for tax exemption during retirement. This has led many SMSF trustees to consider property...
by C&N Accountants | Mar 24, 2023 | How To, Retirement Planning, SMSF, Superannuation, Wealth Planning
Future earnings for super balances above $3m taxed at 30% from 2025-26 The Government has announced that from 2025‑26, the 15% concessional tax rate applied to future earnings for superannuation balances above $3 million will increase to 30%. The concessional tax...
by C&N Accountants | Sep 14, 2022 | Business, SMSF
Many Australians are increasingly incorporating cryptocurrency (crypto) investment into their Self-Managed Super Fund. (SMSF’s), but there are complexities to look out for. According to the ATO, SMSF’s held AUD227 million in crypto assets at 31 December 2021, with...
by C&N Accountants | Apr 7, 2021 | ATO, Property Investment, SMSF
SMSF Investment Strategies – Dealing with increased scrutiny With the 2020/21 financial year entering the last quarter, it is timely for SMSF Trustees to consider the currency of the Fund investment strategy, in light of the increased scrutiny being applied to the...
