Articles include:

  • Summary of income protection changes from 1 October 2021
  • ATO form available for recontribution of COVID early release amounts
  • COVID disaster payments and the work test
  • Five client scenarios – a practical look
  • Super Snapshot

Articles include:

  • Excess concessional contributions charge removed
  • COVID-19 early release payments can be recontributed without cap impact
  • Age Pension age 66.5 years, one more increase to go
  • CGT exemption for granny flat events becomes law
  • Centrelink gifting rules – a recap
  • Downsizer contributions – your questions answered

Articles include:

  • Legislation update
  • Budget proposal provides great opportunity to even up super balances a practical look
  • Defined benefit income streams and Centrelink

1. Budget Summary

2. Budget Analysis

  • Removing the work test for those aged 67 to 74
  • Ability to use the non-concessional bring forward rules for clients aged 67 to 74
  • Eligibility age for downsizer contributions reduced from 65 to 60
  • Opportunity to exit complying income streams
  • CGT exemption for granny flat arrangements
  • Superannuation and tax thresholds for 2021/22 released
  • Long service leave at termination – a practical look
  • Why one dollar of pension can mean much more

Articles include:

  • Non-concessional bring forward legislation still in Senate
  • Changes to JobSeeker become law
  • Pension rates increase from 20 March 2021
  • Concessional and non-concessional caps to increase
  • Transfer Balance Cap increase
  • Concessional and non- concessional cap increase
  • How indexation of the transfer balance cap will impact clients
  • Work Bonus


  • Non concessional bring forward legislation still in the Senate.
  • Centrelink employment income reporting changes
  • Keeping up to date with superannuation law

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Sydney NSW 2000

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