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

The May 2023 edition of TechniView features:

  • Transfer balance cap reporting
  • Applying for a private ruling
  • Timing superannuation contributions
  • Protected person definitions are not all the same.
  • Changes to Parental Leave Pay
  • Aged care interest rate increase
  • Claiming a tax deduction for personal contributions
  • Low Income Health Card can be a valuable extra
  • Proposal to increase tax for clients with total super above $3 million
  • Legacy pension amnesty back on the drawing board?
  • Super and tax thresholds for 2023/24 released
  • Proposed changes to taxation of superannuation for member accounts > $3m
  • ATO confirms indexation of transfer balance cap
  • Member benefit or death benefit?
  • Account based pensions and the pro rata rules
  • Triggering bring forward rule in 2022/23 year

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