technical experts & trusted business advisors

Superannuation

  • Self Managed Superannuation Funds
  • Accounting
  • Management
  • Taxation and regulatory compliance
  • Records maintenance
  • Taxation advisory services
  • Fund establishment
  • Pension / Income Stream facts
  • Assurance and audit services (Cardell Assurance & Audit)

     

Cardell Planning Logo and The SMSF Expert Logo

SMSF advisory services are provided by Cardell Planning Pty Ltd (ASIC Authorised Rep No. 1245568) ABN 89 613 073 386, a Corporate Authorised Representative of SMSF Expert Pty Ltd,  ABN 17 155 686 356, Australian Financial Services Licence Number 445113.

Licensed under an Australian Financial Services Licence (AFSL), The SMSF Expert is qualified to provide strategic SMSF advice as well as set up, administer, and assist with the investment decisions of your SMSF. Accountants were permitted to provide this advice Up until 30 June 2016, but as part of the financial advice reforms (FoFA), now only AFSL licensed accountants can advise on SMSFs. The SMSF Expert advisers have a deep knowledge of all matters pertaining to SMSF, and make it their business to stay up-to-date on superannuation law and industry compliance and standards.

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CA SMSF specialisation benchmark for SMSF advisors

Chartered Accountants Australia and New Zealand offers an SMSF Specialisation qualification which formally recognises the self-managed superannuation fund (SMSF) knowledge, experience and education held by the accountant. More and more Australians are opting for SMSFs as their retirement savings vehicle of choice, and it's important that they have quality, accurate advice when they require it. Chartered Accountants as trusted advisors, set a benchmark for high quality SMSF specialists that trustees can be confident in turning to for advice. The specialisation program qualifies Chartered Accountants with the appropriate skills to provide an even better service to the Australian public. Contact our qualified SMSF specialist, Marcus Bond, if you would like any help in the accounting, management and audit of your SMSF.

Contribution Caps Table 2018/19

Annual Amounts

Concessional

Under 65

$25,000

 

 

65 – 74

$25,000

Must pass a work test

Non-concessional

Under 65

$100,000

 

 

 

$300,000

Over a 3-year period under bring forward provisions

 

65 – 74

$100,000

Must pass a work test

CGT Cap

2018-19

$1,480,000

Life time limit