SMSF Alert: November 2014

Key developments A reminder for those on the age pension (or eligible for it) to review their circumstances NSW increases stamp duty on SMSF property transfers Draft rules on excess non-concessional contributions Federal Court decision on related party leasing and loans This month’s SMSF Alert is the last for 2014. We’ll take a look at developments over the past month but first a year-end reminder. Age pension and account-based pensions If you’re on the age pension (or other Centrelink entitlements) and collecting a super pension you’ll be grandfathered (exempted) from the introduction of deeming for superannuation balances on 1...

This month’s SMSF Alert is the last for 2014. We’ll take a look at developments over the past month but first a year-end reminder.

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