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Features

09.05.2012

From 1 July, 2012, all concessional contributions will be subject to an annual limit of $25000. This limit is set to apply for the next 2 years, regardless of whether the contributor has attained age 50 or not.

The Government has confirmed that the concession on the minimum pension drawdown factors for pension/income stream will be extended until 1 July 2013.

09.05.2012

Superannuation News

  

We can assist you with:


We answer the questions frequently asked by people interested in setting up their own SMSF.


The provision of the annual administration and Taxation service is a core part of our business.


We can assist you with the compliance of your fund.


Take control of your Superannuation and Retirement.


Set up a

Self Managed

Super Fund (SMSF)

Welcome

The Alan Skerritt Consultancy

                   Specialists in Superannuation

Home

We are an independent family owned business that has specialised in Self Managed Superannuation (SMSF) for more than 30 years.

 

Q & A

Fund Administration

Fund Set Up

Features


The Alan Skerritt Consultancy is an independent family owned business that has specialised in Self Managed Superannuation for more than 30 years.


We can assist you with:

  

  • Establishing your Self Managed Super Fund (SMSF)

  

  • Trust Deeds for new funds and Amendments to existing Trust Deeds

  

  • Establishing Corporate Trustees (where required)

  

  • Pension strategies including Transition to Retirement income streams

  

  • Converting your SMSF to Pension Phase

  

  • Full annual Administration of SMSF including:

  

  • Financial Statements
  • Income Tax Return & Regulatory Return
  • Arranging Audit
  • Member Statements

  

Welcome

  • Investment Advice

  • Retirement Strategies

  • Pension Strategies

  • Estate Planning


Advice provided through our

  associated     company:

  Dunross Financial Planning

Pty Ltd

  (AFS Licence 237496)

info@dunross.com.au

The Alan Skerritt Consultancy

Windsor Holdings Pty Ltd  (ACN 010 018 041 ABN 12 862 040 559)

(Incorporated in Queensland)  Trustee

 info@skerritt.com.au

Treasury officials have confirmed a 12 month deferral in the introduction of the proposed off-market transfer legislation which was to have taken effect from 1st July this year.

The proposal involves the banning of certain off market transfers into SMSFs.

 This means that Funds wishing to acquire listed securities from members would need to do so by having the member sell them on-market whilst the SMSF purchases them on-market instead of completing a transfer form as at present.

20.06.2012