www.esuperfund.com.au

2014 December Client Newsletter


chat pdf print
Logo
Issue 9 | 15 December 2014
 
 

Welcome to ESUPERFUND's December Newsletter.


We would like to take this opportunity to thank you for your support during the 2014 Year. On behalf of all staff at ESUPERFUND, I wish you all a very Merry Christmas and a safe and Happy New Year.


Mark Needham

Client Services Manager

Feature

Office Opening Hours

The offices of ESUPERFUND will be closed from 2pm Wednesday 24 December 2014 and will be open again on Monday 5 January 2015. We advise that should you have an urgent query during this period please submit an email query here.

What's New

SMSF Webinars by the ATO

The ATO has recently run webinars to keep Trustees up to date with the SMSF world. Please see links below to some of the common questions raised by SMSF Trustees during the webinars that may be relevant to you.

Investment Restrictions

Paying Benefits

Income Tax

Other Regulations

 

Did you Know?

A TRAP automatically converts to a SABP upon retirement or attaining age 65

If you have commenced a Transition to Retirement Pension (TRAP) with ESUPERFUND, the Transition to Retirement Pension will automatically convert to a Simple Account Based Pension on the day you retire from the workforce or your 65th birthday, whichever is earlier. You do not need to establish a new Simple Account Based Pension to effect the conversion. After the conversion, the maximum pension withdrawal limit of 10% will no longer apply to you.

When you retire from the workforce before age 65, you simply need to provide a copy of the signed retirement declaration to our office and we will then process the conversion. A sample retirement declaration can be found on our website here.

Structuring Insurance Cover in and out of Super

When looking at your insurance cover within your SMSF, it is important to know what will and won’t be covered in case the unexpected happens.

There are three types of cover you can have within your SMSF: Life, Income Protection and Total and Permanent Disablement (TPD).

Find out more about the available options.

 

Testimonials

image

You have exceeded our expectations by a large margin. The annual compliance is easy, clear and straight forward, responses to queries and emails throughout the year are always timely and on topic with precise plane English answers. Your web site has 99.9% of the all info needed and is kept up to date with regards changes to legislation etc. News letters are an added bonus.

We are in our 4th year with you and while we were a little nervous about joining an internet based SMSF at first, that soon disappeared! Many thanks and keep up the good work!

 
Follow us on: