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

This Update includes age pension and aged care rates applicable from 20 September 2023.

Contributing to super can help reduce your capital gains tax while boosting your retirement savings. This client-facing fact sheet outlines the opportunity to boost super and reduce capital gains tax by claiming a tax deduction for personal contributions, including the carry forward of unused concessional contribution cap.

This client facing, easy to understand factsheet provides an introduction to Downsizer Contributions.

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

This Update includes age pension and aged care rates applicable from 1 July 2023.

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2 Corporate Court
Bundall QLD 4217

Phone:
1300 557 598

Email:
enquiries@lavista.com.au

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