The April 2024 edition of TechniView includes:

  • Introduction of Aged Care Act deferred
  • Start date for FHSS Scheme changes confirmed
  • Super and Tax threshold 2024/25
  • Minimum payment requirements – death benefit pensions
  • Centrelink assessment of self-contained living spaces

The March 2024 edition of TechniView is now available.

Topics include:
1. What’s news
a) Changes to Phase 3 tax cuts
b) Indexation of contribution caps
c) Division 296 tax on high superannuation balances
d) Age Pension Rates to increase from March 2024

2. Report of the Aged Care Taskforce

3. Your question answered – carrying forward the unused concessional contribution cap

The February 2024 edition of TechniView is now available.

Topics include:

1. What’s news

a) Changes to Phase 3 tax cuts

b) Transfer Balance Cap – no indexation

c) Push for adviser access to tax portal

2. When living together doesn’t mean you are a couple

3. Your question answered – deferred management fees

The January 2024 edition of TechniView includes information on:

  • Age pension age increases to 67,
  • Latest ATO guidance on deductibility of advice fees,
  • Compassionate grounds condition of release
  • Your question answered – Trap for non-residents selling their home

The November 2023 edition of TechniView includes information on:

  • Changes to the transfer balance cap calculation for defined benefit pensions,
  • An update on the amnesty for people wishing to exit legacy pensions,
  • Answers to frequently asked questions – test your knowledge.

The October 2023 edition of TechniView includes information on:

  • The proposed additional tax for members with super balances exceeding $3,000,000
  • Extension of the work incentives for older Australians
  • Quarterly transfer balance reporting for SMSFs
  • Your questions answered – the carry forward provisions

The September 2023 edition of TechniView includes important information on:

  • The Intergenerational report
  • Pension increases from September 2023
  • Increase in the maximum aged care interest rate
  • New technical tools
  • Indexation of the transfer balance cap for capped defined benefit pensions
  • Your questions answered

The August 2023 edition of TechniView includes:

  • Social Security legislation passed
  • CGT implications when selling an inherited property
  • Refresher – Carrying forward the unused concessional contribution cap

The July 2023 edition of TechniView features:

  • Claiming a tax deduction for clients 67 to 75
  • Commonwealth Seniors Health Card to expire every two years
  • Super Guarantee contributions – what’s changed?
  • Auto consolidation of super accounts

The June 2023 edition of TechniView features:

  • Budget legislation update
  • Interest rate for related party LRBAs
  • The ‘double whammy’ impact of returning to standard minimum pension
  • Timely reminder – SMSFs paying account-based pensions

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Phone:
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Email:
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