Carry-forward Super Contributions (An important reminder!) by Matt Richardson

Earlier in the year I wrote an article about this topic.  I am finding this continues to be a fantastic opportunity (and is often overlooked) for those taxpayers who: Have a Total Superannuation Balance (TSB) under $500,000; Would like the ability to reduce their taxable income; Would also like to provide for their retirement by […] Read More

Carry-forward superannuation contributions

The 2019-20 financial year is the first year you may be able to contribute “unused” concessional contributions from a prior year. Any unused concessional contributions (annual limit currently $25,000) from the 2018/19 financial year and onwards can be used on a rolling basis for up to 5 years!  Any amount not used after 5 years […] Read More

Superannuation changes from 1 July 2017

Is the world about to end?? With two weeks to go until 30 June 2017 I thought it was the right time to offer a reminder of what is happening to superannuation from 1 July 2017.  It is also the right time to remind you of what actions you might need to take to ensure you are well prepared for […] Read More