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    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
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    • Helen Stevenson
    • Ben Stevenson
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Winding up an SMSF

Posted at 23 Feb 2025 in General Interest, Superannuation by Strategic Retirement Solutions

There are no prescribed steps for winding up an SMSF, however there are a number of specific requirements that must be satisfied. Overview There are a number of reasons why a fund may need to be wound up including: The members have insufficient assets to justify having...

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The transfer balance cap – how does it work again?

Posted at 20 Feb 2024 in General Interest, Superannuation by Strategic Retirement Solutions

In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer balance cap imposes a lifetime limit on the amount of superannuation that can be transferred into a tax free retirement pension account. While...

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New opportunities to grow your Super from 1 July 2022

Posted at 14 May 2022 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

Both older and younger Australians, as well as low-income earners, are set to benefit from some upcoming super opportunities. From 1 July 2022, there will be some changes made to super to make it easier for people to grow their retirement savings. These changes will create...

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How does your pension live on after you die?

Posted at 22 Feb 2022 in General Interest, Superannuation by Strategic Retirement Solutions

Account-based pensions offer a flexible and tax-effective method of drawing a regular income stream from superannuation. They are an essential part of your overall retirement strategy and are usually used from retirement until death. But what happens to your tax-free account-based pension when you do...

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What happens to my super when I move overseas?

Posted at 15 Nov 2021 in General Interest, Superannuation by Strategic Retirement Solutions

You might be leaving the country for a variety of reasons - career prospects, love, adventure, new opportunities - or you may be returning home. While you’ve probably got a checklist of things to cover off before you jet, spare a thought for any super you...

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Adding more to your retirement savings: is it worth it?

Posted at 22 Aug 2021 in General Interest, Superannuation by Strategic Retirement Solutions

There’s no denying that being proactive with your super may be key to increasing your retirement savings. As an investment vehicle, super can offer significant benefits thanks to the magic of compounding interest. It also provides one of the best tax structures available. Why super offers much...

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The 101’s of Self Managed Super Funds: some basics and benefits explained

Posted at 22 Aug 2021 in General Interest, Superannuation by Strategic Retirement Solutions

In the right hands, a self-managed superannuation fund (SMSF) can be a beneficial way to build wealth for retirement. Whilst they are not for everyone, it is important that when thinking of starting an SMSF, individuals need to understand the benefits and responsibilities they take...

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Downsizing your home? Understanding the downsizer contribution

Posted at 22 Aug 2021 in General Interest, Superannuation by Strategic Retirement Solutions

Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the sale of your family home to your super – depending on your age and circumstances –...

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A family affair: Children, super contributions and SMSFs

Posted at 20 May 2021 in General Interest, Superannuation by Strategic Retirement Solutions

The potential increase in members from four to six a in self-managed fund has led to many to consider about whether it is worthwhile to have children as members of the parents’ or ‘family’ SMSF. The options are: should the kids join the fund, have...

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Transfer balance cap set to increase to $1.7 million

Posted at 20 May 2021 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than one) will increase from $1.6 million to $1.7 million on 1 July this year, but not for everyone. Currently you can transfer a maximum of $1.6...

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