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News and legislation

Amendments to the Income Tax Assessment Act 1997 effecting downsizer contributions

11 Sep 2019 News: Technical

Treasury has released an exposure draft Bill and Regulations proposing minor and technical amendments across a range of laws relating to taxation, superannuation, corporations and credit.

Monthly Technical roundup - August 2019

10 Sep 2019 News: Technical

The Monthly Technical Roundup is a brief summary of a number of recent regulatory developments that occurred during the month.

ATO guidance on incorrect excess non-concessional contribution determinations

19 Aug 2019 News: Technical

The ATO has issued guidance concerning incorrect excess non-concessional contribution (ENCC) determinations.

Deferring Extension of SuperStream to SMSFs – Regulations made

08 Aug 2019 News: Technical

The Treasury Laws Amendment (Deferring Extension of SuperStream to Self Managed Superannuation Funds) Regulations 2019 were made and registered on Friday, 9 August.

Adviser resources

Little Black Book

The Little Black Book contains the essential facts and figures financial services professionals generally access on a daily basis.

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Interactive tools and calculators to help make your life easier

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Practice efficiency

Save time and free-up resources with automated data feeds

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Together we continue to provide award-winning service

Our platform was rated number one by our clients in both the CoreData SMSF and Roy Morgan Customer Satisfaction awards for 2017. We’re proud to hear our clients are satisfied with the way we’re helping them to manage and grow their super for the future. Thank you for your continued support.

Roy Morgan customer satisfaction award

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