Technical Hub

Technical updates

This section provides you with information discussing the latest updates from government and industry. You can also visit our blog for more articles on updates and changes affecting retirement and SMSFs.

Feature video: SMSF Retirement Insights

1 - 10 of 13 results

Decision charts making sense of the superannuation reforms 15 May 2017
The incoming superannuation reforms are complex and multifaceted. These flow charts set out the key decision paths for SMSF trustees such as how to comply with the new $1.6m transfer balance cap and ...
Federal Budget report 2017-18 09 May 2017
On Tuesday 9 May 2017 the Treasurer, Scott Morrison, released the Government’s 2017-18 Budget.   After substantial changes affecting both pre and post retiree clients in recent Budgets, including the...
Making the most of 1 January 2017 Assets Test changes 07 Nov 2016
The upcoming Assets Test changes provide professionals with the opportunity to discuss various options available to clients and explain the various implications. In this article, we explore some of th...
Pensioner Concession Cards and the impact of 1 January 2017 07 Sep 2016
With the 1 January 2017 Assets Test changes less than 6 months away, it is important that trustees who may be over the estimated Assets Test cut-off at that time understand the implications of losing...
Federal budget report 2016-17 04 May 2016
Accurium's federal budget report outlines the proposal made by Treasurer Scott Morrison in the 2016 budget. This includes details on the changes to superannuation, personal income tax, company tax and...
The rebalancing of the assets test 21 Jul 2015
One of the key messages from the 2015 Federal Budget was the need to rebalance the assets test to help make access to government pensions fairer. To do this, the Government legislated to increase the ...
Transition period for collectables and personal use assets expires 1 July 2016 02 Jul 2015
From 1 July 2011 collectables and personal use assets became subject to stricter rules regarding use, leasing, storage, insurance and valuation. At 1 July 2016 the transition period for compliance wit...
End of 2014-15 financial year checklist 03 Jun 2015
You can use the end of financial year to reinforce your strategic value to clients. Here we look at some ways to help clients maximise their investments and identify ways to position them well into th...
A guide to the Commonwealth Seniors Health Card from 1 January 2015 12 May 2015
In this article, we look at the rules around the Commonwealth Seniors Health Card as they apply from 1 January 2015 and the implications on different client situations. We will also explore options av...
Federal budget report 2015-16 12 May 2015
Accurium's federal budget report outlines the proposal made by Federal Treasurer Joe Hockey in the 2015 Budget. This includes details on the changes to superannuation, retirement, aged care, personal ...
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