There has been great uncertainty around indexation recently and we've seen this affects SMSFs through increased contribution limits and transfer balance caps.

To explore what exactly this means for trustees and their ability to make contributions and create pension accounts, as well as how the different caps interact with each other, Jess speaks to SMSF expert Philip La Greca today.

Subscribe to SMSF Adventures with SuperConcepts here

https://spoti.fi/3xFLLFd

 

LINKS

Have you ever wondered what happens to your super when you die? If so, register for tomorrow’s trustee monthly webinar – “Death – what happens now?” Your trainer Nicholas Ali will explore how your fund is taxed on death and how pension assets are taxed.

Register: https://bit.ly/3I228Bx

This webinar is free for SuperConcepts clients so please speak to your CSM.

 

CONNECT

Become a member of our Facebook group and join in the conversation: https://bit.ly/3yOP8tE

Got a topic you'd like us to cover? Drop a comment on our Facebook page or send us an email at [email protected]

 

CREDITS

Host: Jessica Griffiths

Guests: Philip Le Greca, Executive Manager, SMSF Technical & Strategic Services

The information in this podcast is factual information only. It doesn’t contain any financial advice or makes any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document including Terms and Conditions before deciding what's right for you.

See privacy information https://bit.ly/3E5H7Uf