Tax Tips

  SUPERANNUATION WORK TEST

From 1 July 2019, people aged 65-74 with superannuation balances below $300,000 are now exempt from the work test for voluntary contributions to superannuation in the first year that they do not meet the work test requirement.

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Self-Managed Superannuation Funds

With over 200 Self-Managed Superannuation Fund (SMSF) clients Roy Spagnolo & Associates have a thorough understanding of the excellent retirement and tax efficient strategies that can be achieved through the use of a SMSF.

Roy Spagnolo & Associates ensures that Self-Managed Superannuation Funds retain their complying fund status and are proactive in keeping trustees informed of potential changes in legislation.

The Self-Managed Superannuation Fund team at Roy Spagnolo & Associates provide the following services:
     • Prepare Financial Statements
     • Prepare Member Statements
     • Prepare and lodge Income Tax Returns
     • Attend to Actuarial Certificates (if required)
     • Preparation of Trustee Minutes
     • Arrange Audit of the Financial Statements
     • Completion of various administrative tasks

Roy Spagnolo & Associates works closely with investment advisors, whether it is our recommended advisors or your chosen advisor, to ensure your Self-Managed Superannuation Fund is reaching its full potential.